PWM
POST icon

PRW Wealth Management’s Post Holdings POST Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-20
Closed -$2K – 512
2019
Q1 		$2K Buy
20
+11
+122% +$721 ﹤0.01% 520
2018
Q4 		$1K Buy
+9
New +$542 ﹤0.01% 615

Other funds holding POST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

PRW Wealth Management's POST Position: Q2 2019 in Review

PRW Wealth Management sold out of Post Holdings (POST) in Q2 2019, closing a stake of 20 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in POST in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 338 funds tracked by Wall St. Rank hold POST as of Q2 2019.

  • PRW Wealth Management reported no remaining Post Holdings position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 20 Post Holdings shares in Q2 2019, an estimated $2K.
  • PRW Wealth Management first reported a position in Post Holdings in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Post Holdings position peaked at $2K in Q1 2019.
  • 338 funds tracked by Wall St. Rank held Post Holdings as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.