Heritage Wealth Advisors’s Canopy Growth CGC Stock Holding History

Heritage Wealth Advisors’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
2026 Q3	–	Sell	-48	Closed	-$46	–	281
2026 Q2	$46	Hold	48	–	–	﹤0.01%	681
2026 Q1	$46	Hold	48	–	–	﹤0.01%	668
2025 Q4	$55	Hold	48	–	–	﹤0.01%	582
2025 Q3	$70	Hold	48	–	–	﹤0.01%	572
2025 Q2	$59	Hold	48	–	–	﹤0.01%	563
2025 Q1	$44	Hold	48	–	–	﹤0.01%	566
2024 Q4	$132	Hold	48	–	–	﹤0.01%	614
2024 Q3	$231	Hold	48	–	–	﹤0.01%	602
2024 Q2	$310	Hold	48	–	–	﹤0.01%	502
2024 Q1	$414	Hold	48	–	–	﹤0.01%	523
2023 Q4	$245	Sell	48 -1	-2%	-$6	﹤0.01%	533
2023 Q3	$380	Hold	49	–	–	﹤0.01%	491
2023 Q2	$188	Hold	49	–	–	﹤0.01%	540
2023 Q1	$849	Hold	49	–	–	﹤0.01%	535
2022 Q4	$1.12K	Hold	49	–	–	﹤0.01%	520
2022 Q3	$1.32K	Hold	49	–	–	﹤0.01%	490
2022 Q2	$1K	Hold	49	–	–	﹤0.01%	534
2022 Q1	$4K	Hold	49	–	–	﹤0.01%	477
2021 Q4	$4K	Hold	49	–	–	﹤0.01%	490
2021 Q3	$6.72K	Hold	49	–	–	﹤0.01%	456
2021 Q2	$11.7K	Hold	49	–	–	﹤0.01%	443
2021 Q1	$15.5K	Hold	49	–	–	﹤0.01%	444
2020 Q4	$12K	Hold	49	–	–	﹤0.01%	444
2020 Q3	$6.94K	Hold	49	–	–	﹤0.01%	412
2020 Q2	$7.84K	Sell	49 -4	-8%	-$647	﹤0.01%	386
2020 Q1	$7.57K	Buy	53 +4	+8%	+$751	﹤0.01%	385
2019 Q4	$10.2K	Buy	+49	New	+$9.7K	﹤0.01%	418
2019 Q3	–	Sell	-9	Closed	-$3.43K	–	436
2019 Q2	$3.43K	Hold	9	–	–	﹤0.01%	425
2019 Q1	$3.69K	Buy	+9	New	+$3.94K	﹤0.01%	392

Other funds holding CGC

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $796M AUM 17.24% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

Beau Ventures Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Heritage Wealth Advisors's CGC Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Canopy Growth (CGC) in Q3 2026, closing a stake of 48 shares — an estimated $46 sold.

Heritage Wealth Advisors first reported a position in CGC in Q1 2019 and held it in 29 quarters. The position peaked at $15.5K in Q1 2021. 128 funds tracked by Wall St. Rank hold CGC as of Q3 2026.

Heritage Wealth Advisors reported no remaining Canopy Growth position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 48 Canopy Growth shares in Q3 2026, an estimated $46.
Heritage Wealth Advisors first reported a position in Canopy Growth in Q1 2019 and held it in 29 quarters.
Heritage Wealth Advisors's Canopy Growth position peaked at $15.5K in Q1 2021.
128 funds tracked by Wall St. Rank held Canopy Growth as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.