BRWA
STKL

B. Riley Wealth Advisors’s SunOpta STKL Stock Holding History

B. Riley Wealth Advisors’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
2021
Q1 		– Sell
-11,250
Closed -$132K – 1410
2020
Q4 		$132K Buy
+11,250
New +$99K 0.01% 962
2015
Q1 		– Sell
-138
Closed -$2 – 1803
2014
Q4 		$2 Buy
+138
New +$1.73K ﹤0.01% 3434

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 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
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

B. Riley Wealth Advisors's STKL Position: Q1 2021 in Review

B. Riley Wealth Advisors sold out of SunOpta (STKL) in Q1 2021, closing a stake of 11,250 shares — an estimated $132K sold.

B. Riley Wealth Advisors first reported a position in STKL in Q4 2014 and held it in 2 quarters. The position peaked at $132K in Q4 2020. 153 funds tracked by Wall St. Rank hold STKL as of Q1 2021.

  • B. Riley Wealth Advisors reported no remaining SunOpta position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,250 SunOpta shares in Q1 2021, an estimated $132K.
  • B. Riley Wealth Advisors first reported a position in SunOpta in Q4 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's SunOpta position peaked at $132K in Q4 2020.
  • 153 funds tracked by Wall St. Rank held SunOpta as of Q1 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.