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Phoenix Wealth Advisors’s Magna International MGA Stock Holding History

Phoenix Wealth Advisors’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
-42
Closed -$3K – 264
2021
Q3 		$3K Hold
42
– – ﹤0.01% 353
2021
Q2 		$4K Hold
42
– – ﹤0.01% 335
2021
Q1 		$4K Buy
+42
New +$3.41K ﹤0.01% 331

Other funds holding MGA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
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

Phoenix Wealth Advisors's MGA Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Magna International (MGA) in Q4 2021, closing a stake of 42 shares — an estimated $3K sold.

Phoenix Wealth Advisors first reported a position in MGA in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 499 funds tracked by Wall St. Rank hold MGA as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Magna International position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 42 Magna International shares in Q4 2021, an estimated $3K.
  • Phoenix Wealth Advisors first reported a position in Magna International in Q1 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Magna International position peaked at $4K in Q2 2021.
  • 499 funds tracked by Wall St. Rank held Magna International as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.