Lehman & Derafelo Financial Resources’s Canopy Growth CGC Stock Holding History

Lehman & Derafelo Financial Resources’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
2020 Q4	–	Sell	-148	Closed	-$21K	–	237
2020 Q3	$21K	Hold	148	–	–	0.01%	200
2020 Q2	$24K	Buy	+148	New	+$24K	0.01%	184
2019 Q3	–	Sell	-688	Closed	-$276K	–	195
2019 Q2	$276K	Buy	688 +8	+1%	+$3.52K	0.11%	78
2019 Q1	$295K	Buy	+680	New	+$298K	0.13%	73

Other funds holding CGC

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Lehman & Derafelo Financial Resources's CGC Position: Q4 2020 in Review

Lehman & Derafelo Financial Resources sold out of Canopy Growth (CGC) in Q4 2020, closing a stake of 148 shares — an estimated $21K sold.

Lehman & Derafelo Financial Resources first reported a position in CGC in Q1 2019 and held it in 4 quarters. The position peaked at $295K in Q1 2019. 435 funds tracked by Wall St. Rank hold CGC as of Q4 2020.

Lehman & Derafelo Financial Resources reported no remaining Canopy Growth position as of Q4 2020 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 148 Canopy Growth shares in Q4 2020, an estimated $21K.
Lehman & Derafelo Financial Resources first reported a position in Canopy Growth in Q1 2019 and held it in 4 quarters.
Lehman & Derafelo Financial Resources's Canopy Growth position peaked at $295K in Q1 2019.
435 funds tracked by Wall St. Rank held Canopy Growth as of Q4 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2020, filed 20 Jan 2021.