PWA
STKL

Physician Wealth Advisors’s SunOpta STKL Stock Holding History

Physician Wealth 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
2025
Q1 		– Sell
-123
Closed -$948 – 1518
2024
Q4 		$948 Buy
+123
New +$870 ﹤0.01% 957

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Physician Wealth Advisors's STKL Position: Q1 2025 in Review

Physician Wealth Advisors sold out of SunOpta (STKL) in Q1 2025, closing a stake of 123 shares — an estimated $948 sold.

Physician Wealth Advisors first reported a position in STKL in Q4 2024 and held it in 1 quarter. The position peaked at $948 in Q4 2024. 209 funds tracked by Wall St. Rank hold STKL as of Q1 2025.

  • Physician Wealth Advisors reported no remaining SunOpta position as of Q1 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 123 SunOpta shares in Q1 2025, an estimated $948.
  • Physician Wealth Advisors first reported a position in SunOpta in Q4 2024 and held it in 1 quarter.
  • Physician Wealth Advisors's SunOpta position peaked at $948 in Q4 2024.
  • 209 funds tracked by Wall St. Rank held SunOpta as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.