YIH
FUN icon

Y-Intercept (HK)’s Cedar Fair FUN Stock Holding History

Y-Intercept (HK)’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.21M Buy
+197,465
New +$4.03M 0.08% 336
2025
Q3 		– Sell
-92,328
Closed -$2.81M – 1730
2025
Q2 		$2.81M Buy
92,328
+51,713
+127% +$1.73M 0.07% 453
2025
Q1 		$1.45M Buy
40,615
+28,108
+225% +$1.2M 0.1% 272
2024
Q4 		$603K Buy
12,507
+1,931
+18% +$84.7K 0.04% 639
2024
Q3 		$426K Buy
+10,576
New +$484K 0.03% 850

Other funds holding FUN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return