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Concurrent Investment Advisors’s Sundial Growers SNDL Stock Holding History

Concurrent Investment 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
2024
Q3 		– Sell
-8,448
Closed -$16.1K – 1137
2024
Q2 		$16.1K Sell
8,448
-51,205
-86% -$110K ﹤0.01% 965
2024
Q1 		$120K Buy
+59,653
New +$87K ﹤0.01% 848

Other funds holding SNDL

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Concurrent Investment Advisors's SNDL Position: Q3 2024 in Review

Concurrent Investment Advisors sold out of Sundial Growers (SNDL) in Q3 2024, closing a stake of 8,448 shares — an estimated $16.1K sold.

Concurrent Investment Advisors first reported a position in SNDL in Q1 2024 and held it in 2 quarters. The position peaked at $120K in Q1 2024. 119 funds tracked by Wall St. Rank hold SNDL as of Q3 2024.

  • Concurrent Investment Advisors reported no remaining Sundial Growers position as of Q3 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 8,448 Sundial Growers shares in Q3 2024, an estimated $16.1K.
  • Concurrent Investment Advisors first reported a position in Sundial Growers in Q1 2024 and held it in 2 quarters.
  • Concurrent Investment Advisors's Sundial Growers position peaked at $120K in Q1 2024.
  • 119 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2024.

Based on Concurrent Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.