Creative Planning
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Creative Planning’s Sundial Growers SNDL Stock Holding History

Creative Planning’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
2022
Q3 		– Sell
-4,604
Closed -$15K – 2434
2022
Q2 		$15K Buy
4,604
+2,686
+140% +$11.9K ﹤0.01% 2166
2022
Q1 		$13K Buy
1,918
+411
+27% +$2.27K ﹤0.01% 2182
2021
Q4 		$9K Sell
1,507
-1,116
-43% -$7.31K ﹤0.01% 2060
2021
Q3 		$18K Buy
2,623
+60
+2% +$468 ﹤0.01% 2052
2021
Q2 		$24K Sell
2,563
-7,603
-75% -$69.4K ﹤0.01% 1981
2021
Q1 		$115K Buy
+10,166
New +$121K ﹤0.01% 2225

Other funds holding SNDL

EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM

Creative Planning's SNDL Position: Q3 2022 in Review

Creative Planning sold out of Sundial Growers (SNDL) in Q3 2022, closing a stake of 4,604 shares — an estimated $15K sold.

Creative Planning first reported a position in SNDL in Q1 2021 and held it in 6 quarters. The position peaked at $115K in Q1 2021. 90 funds tracked by Wall St. Rank hold SNDL as of Q3 2022.

  • Creative Planning reported no remaining Sundial Growers position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 4,604 Sundial Growers shares in Q3 2022, an estimated $15K.
  • Creative Planning first reported a position in Sundial Growers in Q1 2021 and held it in 6 quarters.
  • Creative Planning's Sundial Growers position peaked at $115K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.