TRUE Private Wealth Advisors’s Post Holdings POST Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-55	Closed	-$3K	–	578
2020 Q4	$3K	Hold	55	–	–	﹤0.01%	638
2020 Q3	$3K	Hold	55	–	–	﹤0.01%	603
2020 Q2	$3K	Hold	55	–	–	﹤0.01%	601
2020 Q1	$2K	Hold	55	–	–	﹤0.01%	611
2019 Q4	$3K	Buy	+55	New	+$3.76K	﹤0.01%	720
2019 Q3	–	Sell	-55	Closed	-$3K	–	589
2019 Q2	$3K	Buy	+55	New	+$3.87K	﹤0.01%	692
2018 Q4	–	Sell	-57	Closed	-$3.63K	–	741
2018 Q3	$3.63K	Buy	+57	New	+$3.5K	﹤0.01%	943

Other funds holding POST

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TRUE Private Wealth Advisors's POST Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Post Holdings (POST) in Q1 2021, closing a stake of 55 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in POST in Q3 2018 and held it in 7 quarters. The position peaked at $3.63K in Q3 2018. 315 funds tracked by Wall St. Rank hold POST as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Post Holdings position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 55 Post Holdings shares in Q1 2021, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Post Holdings in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Post Holdings position peaked at $3.63K in Q3 2018.
315 funds tracked by Wall St. Rank held Post Holdings as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.