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B. Riley Wealth Advisors’s Sundial Growers SNDL Stock Holding History

B. Riley Wealth Advisors’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
-1,350
Closed -$5K – 1522
2022
Q2 		$5K Hold
1,350
– – ﹤0.01% 1228
2022
Q1 		$10K Sell
1,350
-4,135
-75% -$22.9K ﹤0.01% 1374
2021
Q4 		$32K Sell
5,485
-865
-14% -$5.67K ﹤0.01% 1384
2021
Q3 		$44K Buy
6,350
+1,000
+19% +$7.81K ﹤0.01% 1378
2021
Q2 		$51K Sell
5,350
-6,020
-53% -$55K ﹤0.01% 1348
2021
Q1 		$129K Buy
+11,370
New +$135K ﹤0.01% 1267

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

B. Riley Wealth Advisors's SNDL Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Sundial Growers (SNDL) in Q3 2022, closing a stake of 1,350 shares — an estimated $5K sold.

B. Riley Wealth Advisors first reported a position in SNDL in Q1 2021 and held it in 6 quarters. The position peaked at $129K in Q1 2021. 90 funds tracked by Wall St. Rank hold SNDL as of Q3 2022.

  • B. Riley Wealth Advisors reported no remaining Sundial Growers position as of Q3 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,350 Sundial Growers shares in Q3 2022, an estimated $5K.
  • B. Riley Wealth Advisors first reported a position in Sundial Growers in Q1 2021 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Sundial Growers position peaked at $129K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.