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Glassman Wealth Services’s Sundial Growers SNDL Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-50
Closed -$82 – 1560
2023
Q4 		$82 Hold
50
– – ﹤0.01% 1939
2023
Q3 		$95 Hold
50
– – ﹤0.01% 1971
2023
Q2 		$69 Hold
50
– – ﹤0.01% 1891
2023
Q1 		$80 Hold
50
– – ﹤0.01% 1880
2022
Q4 		$105 Hold
50
– – ﹤0.01% 1881
2022
Q3 		$0 Buy
+50
New +$140 ﹤0.01% 1956
2022
Q1 		– Sell
-50
Closed – – 1924
2021
Q4 		$0 Hold
50
– – ﹤0.01% 1889
2021
Q3 		$0 Hold
50
– – ﹤0.01% 1790
2021
Q2 		$0 Hold
50
– – ﹤0.01% 1628
2021
Q1 		$1K Buy
+50
New +$594 ﹤0.01% 1320

Other funds holding SNDL

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 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
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Glassman Wealth Services's SNDL Position: Q1 2024 in Review

Glassman Wealth Services sold out of Sundial Growers (SNDL) in Q1 2024, closing a stake of 50 shares — an estimated $82 sold.

Glassman Wealth Services first reported a position in SNDL in Q1 2021 and held it in 10 quarters. The position peaked at $1K in Q1 2021. 114 funds tracked by Wall St. Rank hold SNDL as of Q1 2024.

  • Glassman Wealth Services reported no remaining Sundial Growers position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 50 Sundial Growers shares in Q1 2024, an estimated $82.
  • Glassman Wealth Services first reported a position in Sundial Growers in Q1 2021 and held it in 10 quarters.
  • Glassman Wealth Services's Sundial Growers position peaked at $1K in Q1 2021.
  • 114 funds tracked by Wall St. Rank held Sundial Growers as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.