IFWM
TLRY icon

Institute for Wealth Management’s Tilray TLRY Stock Holding History

Institute for Wealth Management’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
Q4 		– Sell
-4,016
Closed -$70.7K – 563
2024
Q3 		$70.7K Hold
4,016
– – 0.01% 545
2024
Q2 		$66.7K Hold
4,016
– – 0.01% 502
2024
Q1 		$99.2K Buy
4,016
+107
+3% +$2.06K 0.01% 502
2023
Q4 		$89.9K Hold
3,909
– – 0.01% 481
2023
Q3 		$93.4K Hold
3,909
– – 0.02% 450
2023
Q2 		$61K Hold
3,909
– – 0.01% 459
2023
Q1 		$98.9K Hold
3,909
– – 0.02% 440
2022
Q4 		$105K Buy
3,909
+12
+0.3% +$420 0.02% 441
2022
Q3 		$107K Hold
3,897
– – 0.02% 435
2022
Q2 		$122K Hold
3,897
– – 0.02% 509
2022
Q1 		$303K Buy
+3,897
New +$244K 0.05% 425

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
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Institute for Wealth Management's TLRY Position: Q4 2024 in Review

Institute for Wealth Management sold out of Tilray (TLRY) in Q4 2024, closing a stake of 4,016 shares — an estimated $70.7K sold.

Institute for Wealth Management first reported a position in TLRY in Q1 2022 and held it in 11 quarters. The position peaked at $303K in Q1 2022. 349 funds tracked by Wall St. Rank hold TLRY as of Q4 2024.

  • Institute for Wealth Management reported no remaining Tilray position as of Q4 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 4,016 Tilray shares in Q4 2024, an estimated $70.7K.
  • Institute for Wealth Management first reported a position in Tilray in Q1 2022 and held it in 11 quarters.
  • Institute for Wealth Management's Tilray position peaked at $303K in Q1 2022.
  • 349 funds tracked by Wall St. Rank held Tilray as of Q4 2024.

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