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Sequoia Financial Advisors’s Cedar Fair FUN Stock Holding History

Sequoia Financial 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
2025
Q1 		– Sell
-22,066
Closed -$1.06M – 1405
2024
Q4 		$1.06M Buy
22,066
+13,800
+167% +$605K 0.01% 560
2024
Q3 		$333K Buy
8,266
+3,151
+62% +$144K ﹤0.01% 920
2024
Q2 		$278K Sell
5,115
-5,444
-52% -$234K ﹤0.01% 922
2024
Q1 		$442K Sell
10,559
-1,084
-9% -$44.2K 0.01% 723
2023
Q4 		$463K Buy
+11,643
New +$438K 0.01% 759
2023
Q3 		– Sell
-5,345
Closed -$214K – 980
2023
Q2 		$214K Sell
5,345
-121
-2% -$5.17K ﹤0.01% 845
2023
Q1 		$250K Sell
5,466
-999
-15% -$43.9K 0.01% 692
2022
Q4 		$267K Buy
+6,465
New +$260K 0.01% 625
2022
Q3 		– Sell
-5,083
Closed -$223K – 558
2022
Q2 		$223K Sell
5,083
-275
-5% -$13.3K 0.01% 520
2022
Q1 		$294K Sell
5,358
-1,185
-18% -$63.5K 0.01% 505
2021
Q4 		$328K Buy
+6,543
New +$313K 0.01% 424
2021
Q3 		– Sell
-5,477
Closed -$246K – 325
2021
Q2 		$246K Buy
5,477
+901
+20% +$42.7K 0.01% 414
2021
Q1 		$227K Buy
+4,576
New +$208K 0.01% 396
2020
Q2 		– Sell
-32,177
Closed -$590K – 378
2020
Q1 		$590K Buy
32,177
+20,035
+165% +$880K 0.04% 175
2019
Q4 		$673K Buy
12,142
+1,017
+9% +$57.2K 0.04% 183
2019
Q3 		$649K Sell
11,125
-546
-5% -$28.8K 0.05% 167
2019
Q2 		$557K Sell
11,671
-2,301
-16% -$119K 0.04% 177
2019
Q1 		$735K Buy
13,972
+3,733
+36% +$199K 0.06% 145
2018
Q4 		$484K Buy
10,239
+680
+7% +$35.5K 0.06% 149
2018
Q3 		$498K Buy
9,559
+3,000
+46% +$166K 0.05% 161
2018
Q2 		$413K Hold
6,559
– – 0.04% 178
2018
Q1 		$419K Buy
6,559
+38
+0.6% +$2.51K 0.04% 178
2017
Q4 		$424K Buy
6,521
+1,075
+20% +$70.4K 0.04% 185
2017
Q3 		$349K Buy
+5,446
New +$365K 0.04% 194

Other funds holding FUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Sequoia Financial Advisors's FUN Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of Cedar Fair (FUN) in Q1 2025, closing a stake of 22,066 shares — an estimated $1.06M sold.

Sequoia Financial Advisors first reported a position in FUN in Q3 2017 and held it in 24 quarters. The position peaked at $1.06M in Q4 2024. 330 funds tracked by Wall St. Rank hold FUN as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining Cedar Fair position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 22,066 Cedar Fair shares in Q1 2025, an estimated $1.06M.
  • Sequoia Financial Advisors first reported a position in Cedar Fair in Q3 2017 and held it in 24 quarters.
  • Sequoia Financial Advisors's Cedar Fair position peaked at $1.06M in Q4 2024.
  • 330 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.