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Heritage Wealth Advisors’s Tilray TLRY Stock Holding History

Heritage Wealth Advisors’s Portfolio TLRY Stock Details TLRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25
Closed -$577 – 572
2023
Q4 		$577 Sell
25
-50
-67% -$963 ﹤0.01% 525
2023
Q3 		$1.79K Hold
75
– – ﹤0.01% 466
2023
Q2 		$1.17K Buy
75
+50
+200% +$1.07K ﹤0.01% 512
2023
Q1 		$635 Hold
25
– – ﹤0.01% 541
2022
Q4 		$675 Hold
25
– – ﹤0.01% 532
2022
Q3 		$690 Hold
25
– – ﹤0.01% 503
2022
Q2 		$1K Hold
25
– – ﹤0.01% 544
2022
Q1 		$2K Hold
25
– – ﹤0.01% 508
2021
Q4 		$2K Hold
25
– – ﹤0.01% 520
2021
Q3 		$2.83K Hold
25
– – ﹤0.01% 495
2021
Q2 		$4.54K Buy
+25
New +$4.39K ﹤0.01% 489

Other funds holding TLRY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's TLRY Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Tilray (TLRY) in Q1 2024, closing a stake of 25 shares — an estimated $577 sold.

Heritage Wealth Advisors first reported a position in TLRY in Q2 2021 and held it in 11 quarters. The position peaked at $4.54K in Q2 2021. 357 funds tracked by Wall St. Rank hold TLRY as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining Tilray position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 25 Tilray shares in Q1 2024, an estimated $577.
  • Heritage Wealth Advisors first reported a position in Tilray in Q2 2021 and held it in 11 quarters.
  • Heritage Wealth Advisors's Tilray position peaked at $4.54K in Q2 2021.
  • 357 funds tracked by Wall St. Rank held Tilray as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.