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CarsonAllaria Wealth Management’s Sundial Growers SNDL Stock Holding History

CarsonAllaria 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
2023
Q1 		– Sell
-5
Closed – – 382
2022
Q4 		$0 Buy
+5
New +$12 ﹤0.01% 366

Other funds holding SNDL

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Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CarsonAllaria Wealth Management's SNDL Position: Q1 2023 in Review

CarsonAllaria Wealth Management sold out of Sundial Growers (SNDL) in Q1 2023, closing a stake of 5 shares.

CarsonAllaria Wealth Management first reported a position in SNDL in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 106 funds tracked by Wall St. Rank hold SNDL as of Q1 2023.

  • CarsonAllaria Wealth Management reported no remaining Sundial Growers position as of Q1 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 5 Sundial Growers shares in Q1 2023.
  • CarsonAllaria Wealth Management first reported a position in Sundial Growers in Q4 2022 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Sundial Growers position peaked at $0 in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Sundial Growers as of Q1 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.