LRWM
CGC

Lord & Richards Wealth Management’s Canopy Growth CGC Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-31
Closed -$28 – 67
2025
Q1 		$28 Buy
+31
New +$54 ﹤0.01% 177

Other funds holding CGC

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lord & Richards Wealth Management's CGC Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Canopy Growth (CGC) in Q2 2025, closing a stake of 31 shares — an estimated $28 sold.

Lord & Richards Wealth Management first reported a position in CGC in Q1 2025 and held it in 1 quarter. The position peaked at $28 in Q1 2025. 205 funds tracked by Wall St. Rank hold CGC as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Canopy Growth position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 31 Canopy Growth shares in Q2 2025, an estimated $28.
  • Lord & Richards Wealth Management first reported a position in Canopy Growth in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Canopy Growth position peaked at $28 in Q1 2025.
  • 205 funds tracked by Wall St. Rank held Canopy Growth as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.