Focused Wealth Management’s SunOpta STKL Stock Holding History

Focused Wealth Management’s Portfolio STKL Stock Details STKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,000	Closed	-$18K	–	1071
2022 Q1	$18K	Hold	7,000	–	–	﹤0.01%	469
2021 Q4	$5K	Hold	7,000	–	–	﹤0.01%	710
2021 Q3	$4K	Hold	7,000	–	–	﹤0.01%	755
2021 Q2	$2K	Hold	7,000	–	–	﹤0.01%	829
2021 Q1	$4K	Buy	+7,000	New	+$100K	﹤0.01%	755

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focused Wealth Management's STKL Position: Q1 2025 in Review

Focused Wealth Management sold out of SunOpta (STKL) in Q1 2025, closing a stake of 10,290 shares — an estimated $79.2K sold.

Focused Wealth Management first reported a position in STKL in Q1 2021 and held it in 16 quarters. The position peaked at $185K in Q2 2021. 209 funds tracked by Wall St. Rank hold STKL as of Q1 2025.

Focused Wealth Management reported no remaining SunOpta position as of Q1 2025 after selling out during the quarter.
Focused Wealth Management sold 10,290 SunOpta shares in Q1 2025, an estimated $79.2K.
Focused Wealth Management first reported a position in SunOpta in Q1 2021 and held it in 16 quarters.
Focused Wealth Management's SunOpta position peaked at $185K in Q2 2021.
209 funds tracked by Wall St. Rank held SunOpta as of Q1 2025.

Based on Focused Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.