LWA
TRLV

Lenox Wealth Advisors’s Trulieve Cannabis Corp TRLV Stock Holding History

Lenox Wealth Advisors’s Portfolio TRLV Stock Details TRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-311
Closed -$8K – 1065
2021
Q4 		$8K Buy
+311
New +$8K ﹤0.01% 547

Other funds holding TRLV

KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
TA
Tamarack Advisers Carlsbad, California $2.12M AUM 58.09% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Lenox Wealth Advisors's TRLV Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Trulieve Cannabis Corp (TRLV) in Q1 2022, closing a stake of 311 shares — an estimated $8K sold.

Lenox Wealth Advisors first reported a position in TRLV in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 14 funds tracked by Wall St. Rank hold TRLV as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Trulieve Cannabis Corp position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 311 Trulieve Cannabis Corp shares in Q1 2022, an estimated $8K.
  • Lenox Wealth Advisors first reported a position in Trulieve Cannabis Corp in Q4 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Trulieve Cannabis Corp position peaked at $8K in Q4 2021.
  • 14 funds tracked by Wall St. Rank held Trulieve Cannabis Corp as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.