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Personal Wealth Partners’s Cedar Fair FUN Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-571
Closed -$32K – 259
2019
Q4 		$32K Hold
571
– – 0.01% 171
2019
Q3 		$33K Hold
571
– – 0.02% 167
2019
Q2 		$27K Buy
+571
New +$29.6K 0.01% 165

Other funds holding FUN

Janus Henderson Group
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Personal Wealth Partners's FUN Position: Q1 2020 in Review

Personal Wealth Partners sold out of Cedar Fair (FUN) in Q1 2020, closing a stake of 571 shares — an estimated $32K sold.

Personal Wealth Partners first reported a position in FUN in Q2 2019 and held it in 3 quarters. The position peaked at $33K in Q3 2019. 173 funds tracked by Wall St. Rank hold FUN as of Q1 2020.

  • Personal Wealth Partners reported no remaining Cedar Fair position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 571 Cedar Fair shares in Q1 2020, an estimated $32K.
  • Personal Wealth Partners first reported a position in Cedar Fair in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Cedar Fair position peaked at $33K in Q3 2019.
  • 173 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.