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Capstone Financial Advisors’s Sundial Growers SNDL Stock Holding History

Capstone Financial Advisors’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
Q3 		– Sell
-1,700
Closed -$16K – 149
2021
Q2 		$16K Buy
+1,700
New +$15.5K ﹤0.01% 138

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Capstone Financial Advisors's SNDL Position: Q3 2021 in Review

Capstone Financial Advisors sold out of Sundial Growers (SNDL) in Q3 2021, closing a stake of 1,700 shares — an estimated $16K sold.

Capstone Financial Advisors first reported a position in SNDL in Q2 2021 and held it in 1 quarter. The position peaked at $16K in Q2 2021. 149 funds tracked by Wall St. Rank hold SNDL as of Q3 2021.

  • Capstone Financial Advisors reported no remaining Sundial Growers position as of Q3 2021 after selling out during the quarter.
  • Capstone Financial Advisors sold 1,700 Sundial Growers shares in Q3 2021, an estimated $16K.
  • Capstone Financial Advisors first reported a position in Sundial Growers in Q2 2021 and held it in 1 quarter.
  • Capstone Financial Advisors's Sundial Growers position peaked at $16K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2021.

Based on Capstone Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.