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MorganRosel Wealth Management’s Sundial Growers SNDL Stock Holding History

MorganRosel Wealth Management’s Portfolio SNDL Stock Details SNDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,538
Closed -$15K – 87
2021
Q2 		$15K Buy
+1,538
New +$14K 0.01% 83

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State Street
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GC
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Citadel Advisors
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Bank of Montreal
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Millennium Management
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MorganRosel Wealth Management's SNDL Position: Q3 2021 in Review

MorganRosel Wealth Management sold out of Sundial Growers (SNDL) in Q3 2021, closing a stake of 1,538 shares — an estimated $15K sold.

MorganRosel Wealth Management first reported a position in SNDL in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 149 funds tracked by Wall St. Rank hold SNDL as of Q3 2021.

  • MorganRosel Wealth Management reported no remaining Sundial Growers position as of Q3 2021 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,538 Sundial Growers shares in Q3 2021, an estimated $15K.
  • MorganRosel Wealth Management first reported a position in Sundial Growers in Q2 2021 and held it in 1 quarter.
  • MorganRosel Wealth Management's Sundial Growers position peaked at $15K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2021.

Based on MorganRosel Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.