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Heritage Wealth Management (Arizona)’s Sundial Growers SNDL Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SNDL Stock Details SNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-28,000
Closed -$61K – 1101
2022
Q3 		$61K Buy
+28,000
New +$78.2K 0.02% 380
2022
Q2 		– Sell
-18,000
Closed -$126K – 1052
2022
Q1 		$126K Buy
+18,000
New +$99.6K 0.03% 338
2021
Q3 		$122K Hold
18,000
– – 0.04% 305
2021
Q2 		$171K Hold
18,000
– – 0.06% 251
2021
Q1 		$203K Buy
+18,000
New +$214K 0.11% 162

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RC
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State Street
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Jane Street
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Simplex Trading
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Susquehanna International Group
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SNDL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Sundial Growers (SNDL) in Q4 2022, closing a stake of 28,000 shares — an estimated $61K sold.

Heritage Wealth Management (Arizona) first reported a position in SNDL in Q1 2021 and held it in 5 quarters. The position peaked at $203K in Q1 2021. 99 funds tracked by Wall St. Rank hold SNDL as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Sundial Growers position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 28,000 Sundial Growers shares in Q4 2022, an estimated $61K.
  • Heritage Wealth Management (Arizona) first reported a position in Sundial Growers in Q1 2021 and held it in 5 quarters.
  • Heritage Wealth Management (Arizona)'s Sundial Growers position peaked at $203K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Sundial Growers as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.