JFS Wealth Advisors’s Sundial Growers SNDL Stock Holding History

JFS Wealth Advisors’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
2025 Q2	–	Sell	-152	Closed	-$215	–	1957
2025 Q1	$215	Hold	152	–	–	﹤0.01%	1835
2024 Q4	$273	Hold	152	–	–	﹤0.01%	1833
2024 Q3	$314	Hold	152	–	–	﹤0.01%	1841
2024 Q2	$289	Hold	152	–	–	﹤0.01%	1870
2024 Q1	$305	Hold	152	–	–	﹤0.01%	1858
2023 Q4	$250	Hold	152	–	–	﹤0.01%	1881
2023 Q3	$289	Hold	152	–	–	﹤0.01%	1821
2023 Q2	$209	Hold	152	–	–	﹤0.01%	1872
2023 Q1	$244	Buy	+152	New	+$298	﹤0.01%	1805

Other funds holding SNDL

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JFS Wealth Advisors's SNDL Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Sundial Growers (SNDL) in Q2 2025, closing a stake of 152 shares — an estimated $215 sold.

JFS Wealth Advisors first reported a position in SNDL in Q1 2023 and held it in 9 quarters. The position peaked at $314 in Q3 2024. 128 funds tracked by Wall St. Rank hold SNDL as of Q2 2025.

JFS Wealth Advisors reported no remaining Sundial Growers position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 152 Sundial Growers shares in Q2 2025, an estimated $215.
JFS Wealth Advisors first reported a position in Sundial Growers in Q1 2023 and held it in 9 quarters.
JFS Wealth Advisors's Sundial Growers position peaked at $314 in Q3 2024.
128 funds tracked by Wall St. Rank held Sundial Growers as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.