MWA
TRLV

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

MFA 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
2024
Q4 		– Sell
-33
Closed -$403 – 412
2024
Q3 		$403 Hold
33
– – ﹤0.01% 482
2024
Q2 		$305 Buy
+33
New +$305 ﹤0.01% 501

Other funds holding TRLV

ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
HC
Hurley Capital New York $193M AUM 25.58% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
CWM
Crowley Wealth Management Wilmington, Delaware $126M AUM 23.04% 1-Year Est. Return

MFA Wealth Advisors's TRLV Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Trulieve Cannabis Corp (TRLV) in Q4 2024, closing a stake of 33 shares — an estimated $403 sold.

MFA Wealth Advisors first reported a position in TRLV in Q2 2024 and held it in 2 quarters. The position peaked at $403 in Q3 2024. 8 funds tracked by Wall St. Rank hold TRLV as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Trulieve Cannabis Corp position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 33 Trulieve Cannabis Corp shares in Q4 2024, an estimated $403.
  • MFA Wealth Advisors first reported a position in Trulieve Cannabis Corp in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's Trulieve Cannabis Corp position peaked at $403 in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Trulieve Cannabis Corp as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.