PWMG
POST icon

Prestige Wealth Management Group’s Post Holdings POST Stock Holding History

Prestige Wealth Management Group’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
Q4 		– Sell
-12
Closed -$1K – 1010
2020
Q3 		$1K Hold
12
– – ﹤0.01% 823
2020
Q2 		$1K Hold
12
– – ﹤0.01% 826
2020
Q1 		$1K Buy
+12
New +$780 ﹤0.01% 821
2019
Q1 		– Sell
-15
Closed -$1K – 966
2018
Q4 		$1K Buy
+15
New +$904 ﹤0.01% 1099

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Prestige Wealth Management Group's POST Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of Post Holdings (POST) in Q4 2020, closing a stake of 12 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in POST in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 310 funds tracked by Wall St. Rank hold POST as of Q4 2020.

  • Prestige Wealth Management Group reported no remaining Post Holdings position as of Q4 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 12 Post Holdings shares in Q4 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Post Holdings in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's Post Holdings position peaked at $1K in Q3 2020.
  • 310 funds tracked by Wall St. Rank held Post Holdings as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.