CPG
TRLV

Cornerstone Planning Group’s Trulieve Cannabis Corp TRLV Stock Holding History

Cornerstone Planning Group’s Portfolio TRLV Stock Details TRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,091
Closed -$6.64K – 1065
2023
Q3 		$6.64K Buy
+1,091
New +$6.64K ﹤0.01% 497
2022
Q4 		$7.69K Buy
+1,123
New +$7.69K ﹤0.01% 726

Other funds holding TRLV

ADMI
Albert D. Mason Inc Boston, Massachusetts $154M AUM 25.1% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return