OIA
STKL

Optimum Investment Advisors’s SunOpta STKL Stock Holding History

Optimum Investment Advisors’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-550
Closed -$1K – 944
2019
Q4 		$1K Buy
+550
New +$1.23K ﹤0.01% 927

Other funds holding STKL

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Optimum Investment Advisors's STKL Position: Q1 2020 in Review

Optimum Investment Advisors sold out of SunOpta (STKL) in Q1 2020, closing a stake of 550 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in STKL in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 63 funds tracked by Wall St. Rank hold STKL as of Q1 2020.

  • Optimum Investment Advisors reported no remaining SunOpta position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 550 SunOpta shares in Q1 2020, an estimated $1K.
  • Optimum Investment Advisors first reported a position in SunOpta in Q4 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's SunOpta position peaked at $1K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held SunOpta as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.