IBEX Wealth Advisors’s Canopy Growth CGC Stock Holding History

IBEX 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
2019 Q3	–	Sell	-10	Closed	-$8K	–	127
2019 Q2	$8K	Buy	+10	New	+$4.4K	﹤0.01%	332

Other funds holding CGC

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IBEX Wealth Advisors's CGC Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of Canopy Growth (CGC) in Q4 2024, closing a stake of 215,937 shares — an estimated $6.32M sold.

IBEX Wealth Advisors first reported a position in CGC in Q1 2019 and held it in 6 quarters. The position peaked at $6.32M in Q3 2024. 227 funds tracked by Wall St. Rank hold CGC as of Q4 2024.

IBEX Wealth Advisors reported no remaining Canopy Growth position as of Q4 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 215,937 Canopy Growth shares in Q4 2024, an estimated $6.32M.
IBEX Wealth Advisors first reported a position in Canopy Growth in Q1 2019 and held it in 6 quarters.
IBEX Wealth Advisors's Canopy Growth position peaked at $6.32M in Q3 2024.
227 funds tracked by Wall St. Rank held Canopy Growth as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.