IGWM
STKL

ICA Group Wealth Management’s SunOpta STKL Stock Holding History

ICA Group 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
2022
Q4 		– Sell
-15,541
Closed -$141K – 1337
2022
Q3 		$141K Hold
15,541
– – 0.03% 347
2022
Q2 		$164K Hold
15,541
– – 0.03% 373
2022
Q1 		$116K Buy
+15,541
New +$81.9K 0.02% 374

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

ICA Group Wealth Management's STKL Position: Q4 2022 in Review

ICA Group Wealth Management sold out of SunOpta (STKL) in Q4 2022, closing a stake of 15,541 shares — an estimated $141K sold.

ICA Group Wealth Management first reported a position in STKL in Q1 2022 and held it in 3 quarters. The position peaked at $164K in Q2 2022. 193 funds tracked by Wall St. Rank hold STKL as of Q4 2022.

  • ICA Group Wealth Management reported no remaining SunOpta position as of Q4 2022 after selling out during the quarter.
  • ICA Group Wealth Management sold 15,541 SunOpta shares in Q4 2022, an estimated $141K.
  • ICA Group Wealth Management first reported a position in SunOpta in Q1 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's SunOpta position peaked at $164K in Q2 2022.
  • 193 funds tracked by Wall St. Rank held SunOpta as of Q4 2022.

Based on ICA Group Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.