CM Wealth Advisors’s SunOpta STKL Stock Holding History

CM Wealth Advisors’s Portfolio STKL Stock Details STKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-39,397	Closed	-$318K	–	393
2023 Q1	$318K	Buy	+39,397	New	+$315K	0.06%	308

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CM Wealth Advisors's STKL Position: Q2 2023 in Review

CM Wealth Advisors sold out of SunOpta (STKL) in Q2 2023, closing a stake of 39,397 shares — an estimated $318K sold.

CM Wealth Advisors first reported a position in STKL in Q1 2023 and held it in 1 quarter. The position peaked at $318K in Q1 2023. 184 funds tracked by Wall St. Rank hold STKL as of Q2 2023.

CM Wealth Advisors reported no remaining SunOpta position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 39,397 SunOpta shares in Q2 2023, an estimated $318K.
CM Wealth Advisors first reported a position in SunOpta in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's SunOpta position peaked at $318K in Q1 2023.
184 funds tracked by Wall St. Rank held SunOpta as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.