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Briaud Financial Planning’s Sundial Growers SNDL Stock Holding History

Briaud Financial Planning’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
2024
Q3 		– Sell
-30
Closed – – 149
2024
Q2 		$0 Buy
+30
New +$64 ﹤0.01% 144

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Briaud Financial Planning's SNDL Position: Q3 2024 in Review

Briaud Financial Planning sold out of Sundial Growers (SNDL) in Q3 2024, closing a stake of 30 shares.

Briaud Financial Planning first reported a position in SNDL in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 119 funds tracked by Wall St. Rank hold SNDL as of Q3 2024.

  • Briaud Financial Planning reported no remaining Sundial Growers position as of Q3 2024 after selling out during the quarter.
  • Briaud Financial Planning sold 30 Sundial Growers shares in Q3 2024.
  • Briaud Financial Planning first reported a position in Sundial Growers in Q2 2024 and held it in 1 quarter.
  • Briaud Financial Planning's Sundial Growers position peaked at $0 in Q2 2024.
  • 119 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2024.

Based on Briaud Financial Planning's 13F filing for Q3 2024, filed 8 Nov 2024.