Measured Wealth Private Client Group’s Magna International MGA Stock Holding History

Measured Wealth Private Client Group’s Portfolio MGA Stock Details MGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,968	Closed	-$223K	–	161
2021 Q3	$223K	Sell	2,968 -364	-11%	-$30K	0.09%	145
2021 Q2	$309K	Buy	3,332 +1,027	+45%	+$97.9K	0.1%	134
2021 Q1	$203K	Buy	+2,305	New	+$187K	0.07%	154
2018 Q4	–	Sell	-33	Closed	-$1K	–	458
2018 Q3	$1K	Buy	+33	New	+$1.85K	﹤0.01%	803

Other funds holding MGA

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Measured Wealth Private Client Group's MGA Position: Q4 2021 in Review

Measured Wealth Private Client Group sold out of Magna International (MGA) in Q4 2021, closing a stake of 2,968 shares — an estimated $223K sold.

Measured Wealth Private Client Group first reported a position in MGA in Q3 2018 and held it in 4 quarters. The position peaked at $309K in Q2 2021. 499 funds tracked by Wall St. Rank hold MGA as of Q4 2021.

Measured Wealth Private Client Group reported no remaining Magna International position as of Q4 2021 after selling out during the quarter.
Measured Wealth Private Client Group sold 2,968 Magna International shares in Q4 2021, an estimated $223K.
Measured Wealth Private Client Group first reported a position in Magna International in Q3 2018 and held it in 4 quarters.
Measured Wealth Private Client Group's Magna International position peaked at $309K in Q2 2021.
499 funds tracked by Wall St. Rank held Magna International as of Q4 2021.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2021, filed 28 Jan 2022.