EGWAG
CGC

Elwood & Goetz Wealth Advisory Group’s Canopy Growth CGC Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio CGC Stock Details CGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,019
Closed -$28K – 72
2022
Q3 		$28K Buy
+1,019
New +$31.4K 0.01% 60

Other funds holding CGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $52.9M AUM 2.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's CGC Position: Q4 2022 in Review

Elwood & Goetz Wealth Advisory Group sold out of Canopy Growth (CGC) in Q4 2022, closing a stake of 1,019 shares — an estimated $28K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in CGC in Q3 2022 and held it in 1 quarter. The position peaked at $28K in Q3 2022. 366 funds tracked by Wall St. Rank hold CGC as of Q4 2022.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Canopy Growth position as of Q4 2022 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 1,019 Canopy Growth shares in Q4 2022, an estimated $28K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Canopy Growth in Q3 2022 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Canopy Growth position peaked at $28K in Q3 2022.
  • 366 funds tracked by Wall St. Rank held Canopy Growth as of Q4 2022.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2022, filed 30 Jan 2023.