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BigSur Wealth Management’s Sundial Growers SNDL Stock Holding History

BigSur Wealth 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
2021
Q2 		– Sell
-4,133
Closed -$47K – 135
2021
Q1 		$47K Hold
4,133
– – 0.02% 128
2020
Q4 		$20K Buy
+4,133
New +$14.2K 0.01% 110
2020
Q2 		– Sell
-1,550
Closed -$10K – 112
2020
Q1 		$10K Buy
+1,550
New +$26.4K 0.01% 107

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Mirae Asset Global Investments
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BigSur Wealth Management's SNDL Position: Q2 2021 in Review

BigSur Wealth Management sold out of Sundial Growers (SNDL) in Q2 2021, closing a stake of 4,133 shares — an estimated $47K sold.

BigSur Wealth Management first reported a position in SNDL in Q1 2020 and held it in 3 quarters. The position peaked at $47K in Q1 2021. 169 funds tracked by Wall St. Rank hold SNDL as of Q2 2021.

  • BigSur Wealth Management reported no remaining Sundial Growers position as of Q2 2021 after selling out during the quarter.
  • BigSur Wealth Management sold 4,133 Sundial Growers shares in Q2 2021, an estimated $47K.
  • BigSur Wealth Management first reported a position in Sundial Growers in Q1 2020 and held it in 3 quarters.
  • BigSur Wealth Management's Sundial Growers position peaked at $47K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held Sundial Growers as of Q2 2021.

Based on BigSur Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.