PFGIA
SNDL icon

Patriot Financial Group Insurance Agency’s Sundial Growers SNDL Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-100
Closed – – 1725
2022
Q2 		$0 Hold
100
– – ﹤0.01% 2161
2022
Q1 		$1K Hold
100
– – ﹤0.01% 1976
2021
Q4 		$1K Hold
100
– – ﹤0.01% 2080
2021
Q3 		$1K Hold
100
– – ﹤0.01% 2093
2021
Q2 		$1K Buy
+100
New +$913 ﹤0.01% 2022

Other funds holding SNDL

EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SNDL Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Sundial Growers (SNDL) in Q3 2022, closing a stake of 100 shares.

Patriot Financial Group Insurance Agency first reported a position in SNDL in Q2 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 90 funds tracked by Wall St. Rank hold SNDL as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Sundial Growers position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Sundial Growers shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Sundial Growers in Q2 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Sundial Growers position peaked at $1K in Q1 2022.
  • 90 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.