WP
QSR icon

WealthSource Partners’s Restaurant Brands International QSR Stock Holding History

WealthSource Partners’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,309
Closed -$213K – 534
2021
Q2 		$213K Buy
3,309
+97
+3% +$6.54K 0.02% 435
2021
Q1 		$209K Buy
+3,212
New +$199K 0.02% 407

Other funds holding QSR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WealthSource Partners's QSR Position: Q3 2021 in Review

WealthSource Partners sold out of Restaurant Brands International (QSR) in Q3 2021, closing a stake of 3,309 shares — an estimated $213K sold.

WealthSource Partners first reported a position in QSR in Q1 2021 and held it in 2 quarters. The position peaked at $213K in Q2 2021. 373 funds tracked by Wall St. Rank hold QSR as of Q3 2021.

  • WealthSource Partners reported no remaining Restaurant Brands International position as of Q3 2021 after selling out during the quarter.
  • WealthSource Partners sold 3,309 Restaurant Brands International shares in Q3 2021, an estimated $213K.
  • WealthSource Partners first reported a position in Restaurant Brands International in Q1 2021 and held it in 2 quarters.
  • WealthSource Partners's Restaurant Brands International position peaked at $213K in Q2 2021.
  • 373 funds tracked by Wall St. Rank held Restaurant Brands International as of Q3 2021.

Based on WealthSource Partners's 13F filing for Q3 2021, filed 18 Nov 2021.