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Forum Financial Management’s Sundial Growers SNDL Stock Holding History

Forum Financial Management’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
Q2 		– Sell
-1,076
Closed -$7K – 641
2022
Q1 		$7K Buy
+1,076
New +$5.95K ﹤0.01% 610

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Forum Financial Management's SNDL Position: Q2 2022 in Review

Forum Financial Management sold out of Sundial Growers (SNDL) in Q2 2022, closing a stake of 1,076 shares — an estimated $7K sold.

Forum Financial Management first reported a position in SNDL in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 159 funds tracked by Wall St. Rank hold SNDL as of Q2 2022.

  • Forum Financial Management reported no remaining Sundial Growers position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 1,076 Sundial Growers shares in Q2 2022, an estimated $7K.
  • Forum Financial Management first reported a position in Sundial Growers in Q1 2022 and held it in 1 quarter.
  • Forum Financial Management's Sundial Growers position peaked at $7K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Sundial Growers as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.