LDFR
CGC

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
-4,000
Closed -$573K – 238
2020
Q3 		$573K Hold
4,000
– – 0.18% 74
2020
Q2 		$646K Buy
+4,000
New +$647K 0.23% 68

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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. 434 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.
  • 434 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.