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Blue Bell Private Wealth Management’s Sundial Growers SNDL Stock Holding History

Blue Bell Private 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
2022
Q3 		– Sell
-40
Closed – – 820
2022
Q2 		$0 Hold
40
– – ﹤0.01% 877
2022
Q1 		$0 Buy
+40
New +$221 ﹤0.01% 923

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 $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Blue Bell Private Wealth Management's SNDL Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Sundial Growers (SNDL) in Q3 2022, closing a stake of 40 shares.

Blue Bell Private Wealth Management first reported a position in SNDL in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 90 funds tracked by Wall St. Rank hold SNDL as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining Sundial Growers position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 40 Sundial Growers shares in Q3 2022.
  • Blue Bell Private Wealth Management first reported a position in Sundial Growers in Q1 2022 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Sundial Growers position peaked at $0 in Q2 2022.
  • 90 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.