CW
STKL

Connectus Wealth’s SunOpta STKL Stock Holding History

Connectus Wealth’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
2022
Q2 		– Sell
-115,389
Closed -$802K – 470
2022
Q1 		$802K Sell
115,389
-18,785
-14% -$99K 0.03% 267
2021
Q4 		$933K Buy
+134,174
New +$971K 0.04% 225

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Connectus Wealth's STKL Position: Q2 2022 in Review

Connectus Wealth sold out of SunOpta (STKL) in Q2 2022, closing a stake of 115,389 shares — an estimated $802K sold.

Connectus Wealth first reported a position in STKL in Q4 2021 and held it in 2 quarters. The position peaked at $933K in Q4 2021. 159 funds tracked by Wall St. Rank hold STKL as of Q2 2022.

  • Connectus Wealth reported no remaining SunOpta position as of Q2 2022 after selling out during the quarter.
  • Connectus Wealth sold 115,389 SunOpta shares in Q2 2022, an estimated $802K.
  • Connectus Wealth first reported a position in SunOpta in Q4 2021 and held it in 2 quarters.
  • Connectus Wealth's SunOpta position peaked at $933K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held SunOpta as of Q2 2022.

Based on Connectus Wealth's 13F filing for Q2 2022, filed 8 Aug 2022.