NC
CRDL

NewSquare Capital’s Cardiol Therapeutics CRDL Stock Holding History

NewSquare Capital’s Portfolio CRDL Stock Details CRDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-700
Closed -$623 – 655
2023
Q2 		$623 Hold
700
– – ﹤0.01% 662
2023
Q1 		$341 Hold
700
– – ﹤0.01% 747
2022
Q4 		$357 Buy
+700
New +$427 ﹤0.01% 682

Other funds holding CRDL

MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
TC
Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewSquare Capital's CRDL Position: Q3 2023 in Review

NewSquare Capital sold out of Cardiol Therapeutics (CRDL) in Q3 2023, closing a stake of 700 shares — an estimated $623 sold.

NewSquare Capital first reported a position in CRDL in Q4 2022 and held it in 3 quarters. The position peaked at $623 in Q2 2023. 35 funds tracked by Wall St. Rank hold CRDL as of Q3 2023.

  • NewSquare Capital reported no remaining Cardiol Therapeutics position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 700 Cardiol Therapeutics shares in Q3 2023, an estimated $623.
  • NewSquare Capital first reported a position in Cardiol Therapeutics in Q4 2022 and held it in 3 quarters.
  • NewSquare Capital's Cardiol Therapeutics position peaked at $623 in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Cardiol Therapeutics as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.