Gibson Wealth Advisors’s Trulieve Cannabis Corp TRLV Stock Holding History

Gibson Wealth Advisors’s Portfolio TRLV Stock Details TRLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$385K	Buy	35,910 +32,740	+1,033%	+$351K	0.01%	89
2022 Q3	$27K	Hold	3,170	–	–	0.03%	65
2022 Q2	$36K	Sell	3,170 -680	-18%	-$7.72K	0.04%	57
2022 Q1	$81K	Sell	3,850 -520	-12%	-$10.9K	0.08%	41
2021 Q4	$114K	Buy	+4,370	New	+$114K	0.12%	32

Other funds holding TRLV

Albert D. Mason Inc Boston, Massachusetts $154M AUM 25.1% 1-Year Est. Return

Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $648M AUM 11.62% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return