AWM
STKL

Avior Wealth Management’s SunOpta STKL Stock Holding History

Avior Wealth Management’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-816
Closed -$5.61K – 3550
2024
Q1 		$5.61K Buy
+816
New +$5.04K ﹤0.01% 2048

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Avior Wealth Management's STKL Position: Q2 2024 in Review

Avior Wealth Management sold out of SunOpta (STKL) in Q2 2024, closing a stake of 816 shares — an estimated $5.61K sold.

Avior Wealth Management first reported a position in STKL in Q1 2024 and held it in 1 quarter. The position peaked at $5.61K in Q1 2024. 187 funds tracked by Wall St. Rank hold STKL as of Q2 2024.

  • Avior Wealth Management reported no remaining SunOpta position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 816 SunOpta shares in Q2 2024, an estimated $5.61K.
  • Avior Wealth Management first reported a position in SunOpta in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's SunOpta position peaked at $5.61K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held SunOpta as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.