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Mount Yale Investment Advisors’s Sundial Growers SNDL Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-600
Closed -$726 – 1470
2025
Q2 		$726 Buy
+600
New +$799 ﹤0.01% 1404

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AI
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Royal Bank of Canada
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Citadel Advisors
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Mirae Asset Global ETFs Holdings
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Jane Street
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Mount Yale Investment Advisors's SNDL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Sundial Growers (SNDL) in Q3 2025, closing a stake of 600 shares — an estimated $726 sold.

Mount Yale Investment Advisors first reported a position in SNDL in Q2 2025 and held it in 1 quarter. The position peaked at $726 in Q2 2025. 130 funds tracked by Wall St. Rank hold SNDL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Sundial Growers position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 600 Sundial Growers shares in Q3 2025, an estimated $726.
  • Mount Yale Investment Advisors first reported a position in Sundial Growers in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Sundial Growers position peaked at $726 in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.