GoalVest Advisory’s Canopy Growth CGC Stock Holding History

GoalVest Advisory’s Portfolio CGC Stock Details CGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-16	Closed	-$44	–	510
2024 Q4	$44	Buy	+16	New	+$63	﹤0.01%	377

Other funds holding CGC

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GoalVest Advisory's CGC Position: Q1 2025 in Review

GoalVest Advisory sold out of Canopy Growth (CGC) in Q1 2025, closing a stake of 16 shares — an estimated $44 sold.

GoalVest Advisory first reported a position in CGC in Q4 2024 and held it in 1 quarter. The position peaked at $44 in Q4 2024. 205 funds tracked by Wall St. Rank hold CGC as of Q1 2025.

GoalVest Advisory reported no remaining Canopy Growth position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 16 Canopy Growth shares in Q1 2025, an estimated $44.
GoalVest Advisory first reported a position in Canopy Growth in Q4 2024 and held it in 1 quarter.
GoalVest Advisory's Canopy Growth position peaked at $44 in Q4 2024.
205 funds tracked by Wall St. Rank held Canopy Growth as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.