PWA
CGC

PCG Wealth Advisors’s Canopy Growth CGC Stock Holding History

PCG Wealth Advisors’s Portfolio CGC Stock Details CGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27K Hold
28,440
– – 0.01% 164
2025
Q4 		$32.4K Buy
+28,440
New +$36.6K 0.01% 152
2024
Q2 		– Sell
-31,363
Closed -$271K – 121
2024
Q1 		$271K Buy
31,363
+13,300
+74% +$57.4K 0.13% 94
2023
Q4 		$92.3K Buy
18,063
+9,861
+120% +$58.7K 0.05% 102
2023
Q3 		$64.2K Buy
8,202
+1,365
+20% +$8.35K 0.04% 101
2023
Q2 		$26.5K Buy
6,837
+184
+3% +$1.93K 0.02% 108
2023
Q1 		$116K Sell
6,653
-1,057
-14% -$25.1K 0.07% 106
2022
Q4 		$178K Sell
7,710
-1,818
-19% -$56.1K 0.11% 104
2022
Q3 		$262K Buy
9,528
+4,531
+91% +$140K 0.09% 113
2022
Q2 		$142K Buy
4,997
+436
+10% +$22.7K 0.1% 86
2022
Q1 		$346K Buy
4,561
+470
+11% +$35.8K 0.22% 61
2021
Q4 		$354K Buy
+4,091
New +$486K 0.25% 58

Other funds holding CGC

TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return