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Personal Wealth Partners’s Post Holdings POST Stock Holding History

Personal Wealth Partners’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6
Closed – – 467
2019
Q4 		$0 Hold
6
– – ﹤0.01% 643
2019
Q3 		$0 Buy
+6
New +$409 ﹤0.01% 651

Other funds holding POST

ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Personal Wealth Partners sold out of Post Holdings (POST) in Q1 2020, closing a stake of 6 shares.

Personal Wealth Partners first reported a position in POST in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 305 funds tracked by Wall St. Rank hold POST as of Q1 2020.

  • Personal Wealth Partners reported no remaining Post Holdings position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 6 Post Holdings shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Post Holdings in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Post Holdings position peaked at $0 in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Post Holdings as of Q1 2020.

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