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Kellett Wealth Advisors’s Sundial Growers SNDL Stock Holding History

Kellett 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
2022
Q1 		– Sell
-1,100
Closed -$6K – 75
2021
Q4 		$6K Buy
+1,100
New +$7.21K ﹤0.01% 71

Other funds holding SNDL

EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kellett Wealth Advisors's SNDL Position: Q1 2022 in Review

Kellett Wealth Advisors sold out of Sundial Growers (SNDL) in Q1 2022, closing a stake of 1,100 shares — an estimated $6K sold.

Kellett Wealth Advisors first reported a position in SNDL in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 159 funds tracked by Wall St. Rank hold SNDL as of Q1 2022.

  • Kellett Wealth Advisors reported no remaining Sundial Growers position as of Q1 2022 after selling out during the quarter.
  • Kellett Wealth Advisors sold 1,100 Sundial Growers shares in Q1 2022, an estimated $6K.
  • Kellett Wealth Advisors first reported a position in Sundial Growers in Q4 2021 and held it in 1 quarter.
  • Kellett Wealth Advisors's Sundial Growers position peaked at $6K in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Sundial Growers as of Q1 2022.

Based on Kellett Wealth Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.