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Mark Sheptoff Financial Planning’s Tilray TLRY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio TLRY Stock Details TLRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$8.8K – 449
2024
Q3 		$8.8K Buy
500
+100
+25% +$1.8K ﹤0.01% 320
2024
Q2 		$6.64K Buy
+400
New +$7.68K ﹤0.01% 349
2023
Q2 		– Sell
-251
Closed -$6.36K – 403
2023
Q1 		$6.36K Hold
251
– – ﹤0.01% 294
2022
Q4 		$6.76K Hold
251
– – ﹤0.01% 295
2022
Q3 		$7K Hold
251
– – ﹤0.01% 275
2022
Q2 		$8K Hold
251
– – ﹤0.01% 275
2022
Q1 		$20K Hold
251
– – 0.01% 244
2021
Q4 		$18K Hold
251
– – 0.01% 265
2021
Q3 		$28K Hold
251
– – 0.02% 216
2021
Q2 		$45K Sell
251
-49
-16% -$8.6K 0.02% 199
2021
Q1 		$55K Buy
+300
New +$70.4K 0.03% 161

Other funds holding TLRY

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mark Sheptoff Financial Planning's TLRY Position: Q4 2024 in Review

Mark Sheptoff Financial Planning sold out of Tilray (TLRY) in Q4 2024, closing a stake of 500 shares — an estimated $8.8K sold.

Mark Sheptoff Financial Planning first reported a position in TLRY in Q1 2021 and held it in 11 quarters. The position peaked at $55K in Q1 2021. 349 funds tracked by Wall St. Rank hold TLRY as of Q4 2024.

  • Mark Sheptoff Financial Planning reported no remaining Tilray position as of Q4 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 Tilray shares in Q4 2024, an estimated $8.8K.
  • Mark Sheptoff Financial Planning first reported a position in Tilray in Q1 2021 and held it in 11 quarters.
  • Mark Sheptoff Financial Planning's Tilray position peaked at $55K in Q1 2021.
  • 349 funds tracked by Wall St. Rank held Tilray as of Q4 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2024, filed 12 Feb 2025.