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Oxinas Partners Wealth Management’s Cedar Fair FUN Stock Holding History

Oxinas Partners Wealth Management’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,450
Closed -$214K – 145
2020
Q4 		$214K Buy
+5,450
New +$181K 0.16% 107

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Oxinas Partners Wealth Management's FUN Position: Q1 2021 in Review

Oxinas Partners Wealth Management sold out of Cedar Fair (FUN) in Q1 2021, closing a stake of 5,450 shares — an estimated $214K sold.

Oxinas Partners Wealth Management first reported a position in FUN in Q4 2020 and held it in 1 quarter. The position peaked at $214K in Q4 2020. 182 funds tracked by Wall St. Rank hold FUN as of Q1 2021.

  • Oxinas Partners Wealth Management reported no remaining Cedar Fair position as of Q1 2021 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 5,450 Cedar Fair shares in Q1 2021, an estimated $214K.
  • Oxinas Partners Wealth Management first reported a position in Cedar Fair in Q4 2020 and held it in 1 quarter.
  • Oxinas Partners Wealth Management's Cedar Fair position peaked at $214K in Q4 2020.
  • 182 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2021.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.