APP
SNDL icon

Avantax Planning Partners’s Sundial Growers SNDL Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-11,041
Closed -$24K – 378
2022
Q3 		$24K Sell
11,041
-1
-0% -$3 ﹤0.01% 339
2022
Q2 		$36K Hold
11,042
– – ﹤0.01% 334
2022
Q1 		$77K Hold
11,042
– – ﹤0.01% 348
2021
Q4 		$64K Buy
11,042
+3,000
+37% +$19.6K ﹤0.01% 344
2021
Q3 		$55K Buy
8,042
+2,000
+33% +$15.6K ﹤0.01% 333
2021
Q2 		$57K Hold
6,042
– – ﹤0.01% 320
2021
Q1 		$68K Buy
+6,042
New +$71.8K ﹤0.01% 310

Other funds holding SNDL

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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avantax Planning Partners's SNDL Position: Q4 2022 in Review

Avantax Planning Partners sold out of Sundial Growers (SNDL) in Q4 2022, closing a stake of 11,041 shares — an estimated $24K sold.

Avantax Planning Partners first reported a position in SNDL in Q1 2021 and held it in 7 quarters. The position peaked at $77K in Q1 2022. 99 funds tracked by Wall St. Rank hold SNDL as of Q4 2022.

  • Avantax Planning Partners reported no remaining Sundial Growers position as of Q4 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 11,041 Sundial Growers shares in Q4 2022, an estimated $24K.
  • Avantax Planning Partners first reported a position in Sundial Growers in Q1 2021 and held it in 7 quarters.
  • Avantax Planning Partners's Sundial Growers position peaked at $77K in Q1 2022.
  • 99 funds tracked by Wall St. Rank held Sundial Growers as of Q4 2022.

Based on Avantax Planning Partners's 13F filing for Q4 2022, filed 10 Feb 2023.