Clear Perspectives Financial Planning’s Canopy Growth CGC Stock Holding History

Clear Perspectives Financial Planning’s Portfolio CGC Stock Details CGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.26K	Hold	72	–	–	﹤0.01%	173
2022 Q4	$1.66K	Hold	72	–	–	﹤0.01%	188
2022 Q3	$2K	Hold	72	–	–	﹤0.01%	184
2022 Q2	$2K	Hold	72	–	–	﹤0.01%	197
2022 Q1	$5K	Hold	72	–	–	﹤0.01%	183
2021 Q4	$6K	Hold	72	–	–	﹤0.01%	190
2021 Q3	$10K	Hold	72	–	–	﹤0.01%	161
2021 Q2	$17K	Hold	72	–	–	0.01%	146
2021 Q1	$23K	Hold	72	–	–	0.01%	123
2020 Q4	$18K	Buy	+72	New	+$16.4K	0.01%	124

Other funds holding CGC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Perspectives Financial Planning's CGC Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Canopy Growth (CGC) position steady in Q1 2023 at 72 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Clear Perspectives Financial Planning first reported a position in CGC in Q4 2020 and has held it in 10 quarters since. The position peaked at $23K in Q1 2021. 340 funds tracked by Wall St. Rank hold CGC as of Q1 2023.

Clear Perspectives Financial Planning held 72 shares of Canopy Growth worth $1.26K as of Q1 2023.
Clear Perspectives Financial Planning left its Canopy Growth share count unchanged in Q1 2023.
Canopy Growth made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #173 holding.
Clear Perspectives Financial Planning first reported a position in Canopy Growth in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Canopy Growth position peaked at $23K in Q1 2021.
340 funds tracked by Wall St. Rank held Canopy Growth as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.