SIA
FUN icon

Schechter Investment Advisors’s Cedar Fair FUN Stock Holding History

Schechter Investment Advisors’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
2023
Q2 		– Sell
-4,750
Closed -$217K – 685
2023
Q1 		$217K Buy
+4,750
New +$209K 0.02% 598
2022
Q4 		– Sell
-9,500
Closed -$391K – 870
2022
Q3 		$391K Buy
+9,500
New +$404K 0.04% 588

Other funds holding FUN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Schechter Investment Advisors's FUN Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Cedar Fair (FUN) in Q2 2023, closing a stake of 4,750 shares — an estimated $217K sold.

Schechter Investment Advisors first reported a position in FUN in Q3 2022 and held it in 2 quarters. The position peaked at $391K in Q3 2022. 145 funds tracked by Wall St. Rank hold FUN as of Q2 2023.

  • Schechter Investment Advisors reported no remaining Cedar Fair position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 4,750 Cedar Fair shares in Q2 2023, an estimated $217K.
  • Schechter Investment Advisors first reported a position in Cedar Fair in Q3 2022 and held it in 2 quarters.
  • Schechter Investment Advisors's Cedar Fair position peaked at $391K in Q3 2022.
  • 145 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.