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WMS Partners’s Restaurant Brands International QSR Stock Holding History

WMS 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
2023
Q4 		– Sell
-6,104
Closed -$407K – 273
2023
Q3 		$407K Hold
6,104
– – 0.03% 171
2023
Q2 		$473K Hold
6,104
– – 0.04% 167
2023
Q1 		$410K Hold
6,104
– – 0.04% 178
2022
Q4 		$395K Hold
6,104
– – 0.04% 180
2022
Q3 		$325K Hold
6,104
– – 0.04% 183
2022
Q2 		$306K Buy
6,104
+2,138
+54% +$114K 0.05% 179
2022
Q1 		$232K Hold
3,966
– – 0.03% 221
2021
Q4 		$241K Sell
3,966
-1,150
-22% -$67.8K 0.05% 183
2021
Q3 		$313K Sell
5,116
-375
-7% -$24K 0.05% 207
2021
Q2 		$354K Hold
5,491
– – 0.05% 182
2021
Q1 		$357K Sell
5,491
-937
-15% -$58.1K 0.08% 154
2020
Q4 		$393K Hold
6,428
– – 0.07% 155
2020
Q3 		$370K Hold
6,428
– – 0.07% 145
2020
Q2 		$351K Hold
6,428
– – 0.07% 146
2020
Q1 		$257K Buy
+6,428
New +$364K 0.07% 154

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JFL
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Bank of Montreal
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BGC
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