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Moran Wealth Management’s Magna International MGA Stock Holding History

Moran Wealth Management’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
2023
Q3 		– Sell
-13,557
Closed -$765K – 400
2023
Q2 		$765K Sell
13,557
-1,272
-9% -$67.4K 0.03% 266
2023
Q1 		$794K Buy
14,829
+299
+2% +$17.3K 0.03% 268
2022
Q4 		$816K Buy
+14,530
New +$816K 0.03% 265

Other funds holding MGA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Moran Wealth Management's MGA Position: Q3 2023 in Review

Moran Wealth Management sold out of Magna International (MGA) in Q3 2023, closing a stake of 13,557 shares — an estimated $765K sold.

Moran Wealth Management first reported a position in MGA in Q4 2022 and held it in 3 quarters. The position peaked at $816K in Q4 2022. 400 funds tracked by Wall St. Rank hold MGA as of Q3 2023.

  • Moran Wealth Management reported no remaining Magna International position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 13,557 Magna International shares in Q3 2023, an estimated $765K.
  • Moran Wealth Management first reported a position in Magna International in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Magna International position peaked at $816K in Q4 2022.
  • 400 funds tracked by Wall St. Rank held Magna International as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.