PFA
STKL

Peak Financial Advisors’s SunOpta STKL Stock Holding History

Peak Financial 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
2022
Q1 		– Sell
-53,917
Closed -$375K – 108
2021
Q4 		$375K Buy
53,917
+11,521
+27% +$83.4K 0.29% 57
2021
Q3 		$379K Sell
42,396
-104,132
-71% -$1.05M 0.33% 50
2021
Q2 		$1.79M Buy
146,528
+34,302
+31% +$448K 1.54% 23
2021
Q1 		$1.66M Buy
+112,226
New +$1.61M 1.4% 26

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Peak Financial Advisors's STKL Position: Q1 2022 in Review

Peak Financial Advisors sold out of SunOpta (STKL) in Q1 2022, closing a stake of 53,917 shares — an estimated $375K sold.

Peak Financial Advisors first reported a position in STKL in Q1 2021 and held it in 4 quarters. The position peaked at $1.79M in Q2 2021. 150 funds tracked by Wall St. Rank hold STKL as of Q1 2022.

  • Peak Financial Advisors reported no remaining SunOpta position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 53,917 SunOpta shares in Q1 2022, an estimated $375K.
  • Peak Financial Advisors first reported a position in SunOpta in Q1 2021 and held it in 4 quarters.
  • Peak Financial Advisors's SunOpta position peaked at $1.79M in Q2 2021.
  • 150 funds tracked by Wall St. Rank held SunOpta as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.