AWM
SNDL icon

AE Wealth Management’s Sundial Growers SNDL Stock Holding History

AE Wealth Management’s Portfolio SNDL Stock Details SNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,075
Closed -$10K – 1865
2022
Q2 		$10K Buy
3,075
+1,105
+56% +$4.88K ﹤0.01% 1707
2022
Q1 		$14K Buy
1,970
+410
+26% +$2.27K ﹤0.01% 1655
2021
Q4 		$9K Buy
1,560
+205
+15% +$1.34K ﹤0.01% 1687
2021
Q3 		$9K Sell
1,355
-294
-18% -$2.29K ﹤0.01% 1600
2021
Q2 		$16K Buy
1,649
+370
+29% +$3.38K ﹤0.01% 1559
2021
Q1 		$14K Buy
1,279
+41
+3% +$487 ﹤0.01% 1462
2020
Q4 		$6K Buy
+1,238
New +$4.26K ﹤0.01% 1347

Other funds holding SNDL

EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM

AE Wealth Management's SNDL Position: Q3 2022 in Review

AE Wealth Management sold out of Sundial Growers (SNDL) in Q3 2022, closing a stake of 3,075 shares — an estimated $10K sold.

AE Wealth Management first reported a position in SNDL in Q4 2020 and held it in 7 quarters. The position peaked at $16K in Q2 2021. 90 funds tracked by Wall St. Rank hold SNDL as of Q3 2022.

  • AE Wealth Management reported no remaining Sundial Growers position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 3,075 Sundial Growers shares in Q3 2022, an estimated $10K.
  • AE Wealth Management first reported a position in Sundial Growers in Q4 2020 and held it in 7 quarters.
  • AE Wealth Management's Sundial Growers position peaked at $16K in Q2 2021.
  • 90 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.