GBWM
STKL

Granite Bay Wealth Management’s SunOpta STKL Stock Holding History

Granite Bay Wealth Management’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-75,600
Closed -$331K – 260
2023
Q4 		$331K Hold
75,600
– – ﹤0.01% 270
2023
Q3 		$379K Buy
+75,600
New +$379K ﹤0.01% 271

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Granite Bay Wealth Management's STKL Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of SunOpta (STKL) in Q1 2024, closing a stake of 75,600 shares — an estimated $331K sold.

Granite Bay Wealth Management first reported a position in STKL in Q3 2023 and held it in 2 quarters. The position peaked at $379K in Q3 2023. 185 funds tracked by Wall St. Rank hold STKL as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining SunOpta position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 75,600 SunOpta shares in Q1 2024, an estimated $331K.
  • Granite Bay Wealth Management first reported a position in SunOpta in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's SunOpta position peaked at $379K in Q3 2023.
  • 185 funds tracked by Wall St. Rank held SunOpta as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.