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Falcon Wealth Planning’s Sundial Growers SNDL Stock Holding History

Falcon Wealth 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
2021
Q4 		– Sell
-20,000
Closed -$136K – 81
2021
Q3 		$136K Buy
20,000
+3,160
+19% +$24.7K 0.05% 72
2021
Q2 		$160K Buy
+16,840
New +$154K 0.07% 60

Other funds holding SNDL

EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Falcon Wealth Planning's SNDL Position: Q4 2021 in Review

Falcon Wealth Planning sold out of Sundial Growers (SNDL) in Q4 2021, closing a stake of 20,000 shares — an estimated $136K sold.

Falcon Wealth Planning first reported a position in SNDL in Q2 2021 and held it in 2 quarters. The position peaked at $160K in Q2 2021. 159 funds tracked by Wall St. Rank hold SNDL as of Q4 2021.

  • Falcon Wealth Planning reported no remaining Sundial Growers position as of Q4 2021 after selling out during the quarter.
  • Falcon Wealth Planning sold 20,000 Sundial Growers shares in Q4 2021, an estimated $136K.
  • Falcon Wealth Planning first reported a position in Sundial Growers in Q2 2021 and held it in 2 quarters.
  • Falcon Wealth Planning's Sundial Growers position peaked at $160K in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Sundial Growers as of Q4 2021.

Based on Falcon Wealth Planning's 13F filing for Q4 2021, filed 24 Jan 2022.