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TRUE Private Wealth Advisors’s Stagwell STGW Stock Holding History

TRUE Private Wealth Advisors’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$243K Sell
38,694
-8,900
-19% -$49.8K 0.02% 242
2025
Q4 		$233K Sell
47,594
-13,408
-22% -$69.8K 0.02% 238
2025
Q3 		$343K Hold
61,002
– – 0.04% 192
2025
Q2 		$275K Sell
61,002
-135
-0.2% -$679 0.03% 213
2025
Q1 		$370K Buy
61,137
+135
+0.2% +$849 0.04% 162
2024
Q4 		$401K Buy
61,002
+38,694
+173% +$276K 0.05% 153
2024
Q3 		$157K Buy
22,308
+6,408
+40% +$43.9K 0.02% 209
2024
Q2 		$108K Hold
15,900
– – 0.01% 274
2024
Q1 		$98.9K Hold
15,900
– – 0.01% 280
2023
Q4 		$105K Buy
+15,900
New +$79.3K 0.01% 287

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $229M AUM 11.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return