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Western Wealth Management’s Stagwell STGW Stock Holding History

Western Wealth Management’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
2025
Q1 		– Sell
-30,000
Closed -$197K – 772
2024
Q4 		$197K Buy
+30,000
New +$214K 0.01% 733

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Vanguard Group
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Schroder Investment Management Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Western Wealth Management's STGW Position: Q1 2025 in Review

Western Wealth Management sold out of Stagwell (STGW) in Q1 2025, closing a stake of 30,000 shares — an estimated $197K sold.

Western Wealth Management first reported a position in STGW in Q4 2024 and held it in 1 quarter. The position peaked at $197K in Q4 2024. 169 funds tracked by Wall St. Rank hold STGW as of Q1 2025.

  • Western Wealth Management reported no remaining Stagwell position as of Q1 2025 after selling out during the quarter.
  • Western Wealth Management sold 30,000 Stagwell shares in Q1 2025, an estimated $197K.
  • Western Wealth Management first reported a position in Stagwell in Q4 2024 and held it in 1 quarter.
  • Western Wealth Management's Stagwell position peaked at $197K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Stagwell as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.