KWM
CGC

Kingsview Wealth Management’s Canopy Growth CGC Stock Holding History

Kingsview Wealth Management’s Portfolio CGC Stock Details CGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-20
Closed -$2K – 451
2019
Q2 		$2K Sell
20
-80
-80% -$35.2K ﹤0.01% 431
2019
Q1 		$2K Buy
+100
New +$43.8K ﹤0.01% 465
2018
Q4 		– Sell
-260
Closed -$14K – 386
2018
Q3 		$14K Buy
+260
New +$96.1K ﹤0.01% 354

Other funds holding CGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Kingsview Wealth Management's CGC Position: Q1 2021 in Review

Kingsview Wealth Management sold out of Canopy Growth (CGC) in Q1 2021, closing a stake of 846 shares — an estimated $208K sold.

Kingsview Wealth Management first reported a position in CGC in Q3 2018 and held it in 7 quarters. The position peaked at $578K in Q4 2019. 449 funds tracked by Wall St. Rank hold CGC as of Q1 2021.

  • Kingsview Wealth Management reported no remaining Canopy Growth position as of Q1 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 846 Canopy Growth shares in Q1 2021, an estimated $208K.
  • Kingsview Wealth Management first reported a position in Canopy Growth in Q3 2018 and held it in 7 quarters.
  • Kingsview Wealth Management's Canopy Growth position peaked at $578K in Q4 2019.
  • 449 funds tracked by Wall St. Rank held Canopy Growth as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.