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Belpointe Asset Management’s Sundial Growers SNDL Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-356
Closed -$570 – 2951
2023
Q1 		$570 Buy
356
+26
+8% +$51 ﹤0.01% 3575
2022
Q4 		$690 Buy
+330
New +$785 ﹤0.01% 3501

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Belpointe Asset Management's SNDL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Sundial Growers (SNDL) in Q2 2023, closing a stake of 356 shares — an estimated $570 sold.

Belpointe Asset Management first reported a position in SNDL in Q4 2022 and held it in 2 quarters. The position peaked at $690 in Q4 2022. 100 funds tracked by Wall St. Rank hold SNDL as of Q2 2023.

  • Belpointe Asset Management reported no remaining Sundial Growers position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 356 Sundial Growers shares in Q2 2023, an estimated $570.
  • Belpointe Asset Management first reported a position in Sundial Growers in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Sundial Growers position peaked at $690 in Q4 2022.
  • 100 funds tracked by Wall St. Rank held Sundial Growers as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.