JFS Wealth Advisors’s SunOpta STKL Stock Holding History

JFS Wealth Advisors’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
2021 Q2	–	Sell	-253	Closed	-$4K	–	638
2021 Q1	$4K	Buy	+253	New	+$3.62K	﹤0.01%	492

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JFS Wealth Advisors's STKL Position: Q2 2021 in Review

JFS Wealth Advisors sold out of SunOpta (STKL) in Q2 2021, closing a stake of 253 shares — an estimated $4K sold.

JFS Wealth Advisors first reported a position in STKL in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 166 funds tracked by Wall St. Rank hold STKL as of Q2 2021.

JFS Wealth Advisors reported no remaining SunOpta position as of Q2 2021 after selling out during the quarter.
JFS Wealth Advisors sold 253 SunOpta shares in Q2 2021, an estimated $4K.
JFS Wealth Advisors first reported a position in SunOpta in Q1 2021 and held it in 1 quarter.
JFS Wealth Advisors's SunOpta position peaked at $4K in Q1 2021.
166 funds tracked by Wall St. Rank held SunOpta as of Q2 2021.

Based on JFS Wealth Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.