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Jackson Wealth Management’s Sundial Growers SNDL Stock Holding History

Jackson Wealth Management’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
2021
Q3 		– Sell
-10,070
Closed -$96K – 114
2021
Q2 		$96K Buy
10,070
+20
+0.2% +$183 0.01% 122
2021
Q1 		$114K Buy
+10,050
New +$119K 0.02% 118

Other funds holding SNDL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jackson Wealth Management's SNDL Position: Q3 2021 in Review

Jackson Wealth Management sold out of Sundial Growers (SNDL) in Q3 2021, closing a stake of 10,070 shares — an estimated $96K sold.

Jackson Wealth Management first reported a position in SNDL in Q1 2021 and held it in 2 quarters. The position peaked at $114K in Q1 2021. 149 funds tracked by Wall St. Rank hold SNDL as of Q3 2021.

  • Jackson Wealth Management reported no remaining Sundial Growers position as of Q3 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 10,070 Sundial Growers shares in Q3 2021, an estimated $96K.
  • Jackson Wealth Management first reported a position in Sundial Growers in Q1 2021 and held it in 2 quarters.
  • Jackson Wealth Management's Sundial Growers position peaked at $114K in Q1 2021.
  • 149 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2021.

Based on Jackson Wealth Management's 13F filing for Q3 2021, filed 10 Dec 2021.