FIA
CRDL

Foundations Investment Advisors’s Cardiol Therapeutics CRDL Stock Holding History

Foundations Investment Advisors’s Portfolio CRDL Stock Details CRDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-161,950
Closed -$321K – 850
2024
Q3 		$321K Buy
161,950
+113,950
+237% +$236K 0.01% 617
2024
Q2 		$97K Buy
+48,000
New +$102K ﹤0.01% 735

Other funds holding CRDL

TC
Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LSA
Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Foundations Investment Advisors's CRDL Position: Q4 2024 in Review

Foundations Investment Advisors sold out of Cardiol Therapeutics (CRDL) in Q4 2024, closing a stake of 161,950 shares — an estimated $321K sold.

Foundations Investment Advisors first reported a position in CRDL in Q2 2024 and held it in 2 quarters. The position peaked at $321K in Q3 2024. 43 funds tracked by Wall St. Rank hold CRDL as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Cardiol Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 161,950 Cardiol Therapeutics shares in Q4 2024, an estimated $321K.
  • Foundations Investment Advisors first reported a position in Cardiol Therapeutics in Q2 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's Cardiol Therapeutics position peaked at $321K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Cardiol Therapeutics as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.