Gofen & Glossberg’s Trulieve Cannabis Corp TRLV Stock Holding History

Gofen & Glossberg’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	$102K	Hold	13,417	–	–	﹤0.01%	546
2022 Q3	$114K	Hold	13,417	–	–	﹤0.01%	521
2022 Q2	$154K	Sell	13,417 -5,525	-29%	-$63.4K	﹤0.01%	519
2022 Q1	$399K	Hold	18,942	–	–	0.01%	389
2021 Q4	$493K	Buy	18,942 +6,542	+53%	+$170K	0.01%	361
2021 Q3	$334K	Hold	12,400	–	–	0.01%	416
2021 Q2	$465K	Hold	12,400	–	–	0.01%	353
2021 Q1	$564K	Hold	12,400	–	–	0.01%	311
2020 Q4	$392K	Hold	12,400	–	–	0.01%	345
2020 Q3	$229K	Buy	12,400 +300	+2%	+$5.54K	0.01%	418
2020 Q2	$152K	Hold	12,100	–	–	0.01%	426
2020 Q1	$111K	Hold	12,100	–	–	﹤0.01%	415
2019 Q4	$143K	Buy	+12,100	New	+$143K	﹤0.01%	454

Other funds holding TRLV

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

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

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