PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Canopy Growth CGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-3
Closed -$27 319
2023
Q3
$27 Hold
3
﹤0.01% 264
2023
Q2
$13 Buy
+3
New +$31 ﹤0.01% 267

Other funds holding CGC

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CGC Position: Q4 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Canopy Growth (CGC) in Q4 2023, closing a stake of 3 shares — an estimated $27 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CGC in Q2 2023 and held it in 2 quarters. The position peaked at $27 in Q3 2023. 229 funds tracked by Wall St. Rank hold CGC as of Q4 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Canopy Growth position as of Q4 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3 Canopy Growth shares in Q4 2023, an estimated $27.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Canopy Growth in Q2 2023 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Canopy Growth position peaked at $27 in Q3 2023.
  • 229 funds tracked by Wall St. Rank held Canopy Growth as of Q4 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2023, filed 7 Aug 2026.