IFWM
STKL

Institute for Wealth Management’s SunOpta STKL Stock Holding History

Institute for 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
2024
Q3 		– Sell
-30,028
Closed -$162K – 557
2024
Q2 		$162K Hold
30,028
– – 0.02% 490
2024
Q1 		$206K Buy
30,028
+16,103
+116% +$99.5K 0.03% 480
2023
Q4 		$76.2K Hold
13,925
– – 0.01% 482
2023
Q3 		$46.9K Hold
13,925
– – 0.01% 454
2023
Q2 		$93.2K Buy
+13,925
New +$105K 0.02% 455

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Institute for Wealth Management's STKL Position: Q3 2024 in Review

Institute for Wealth Management sold out of SunOpta (STKL) in Q3 2024, closing a stake of 30,028 shares — an estimated $162K sold.

Institute for Wealth Management first reported a position in STKL in Q2 2023 and held it in 5 quarters. The position peaked at $206K in Q1 2024. 194 funds tracked by Wall St. Rank hold STKL as of Q3 2024.

  • Institute for Wealth Management reported no remaining SunOpta position as of Q3 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 30,028 SunOpta shares in Q3 2024, an estimated $162K.
  • Institute for Wealth Management first reported a position in SunOpta in Q2 2023 and held it in 5 quarters.
  • Institute for Wealth Management's SunOpta position peaked at $206K in Q1 2024.
  • 194 funds tracked by Wall St. Rank held SunOpta as of Q3 2024.

Based on Institute for Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.