Planned Solutions’s Sundial Growers SNDL Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-300	Closed	-$618	–	549
2024 Q3	$618	Buy	+300	New	+$627	﹤0.01%	605

Other funds holding SNDL

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

Planned Solutions's SNDL Position: Q4 2024 in Review

Planned Solutions sold out of Sundial Growers (SNDL) in Q4 2024, closing a stake of 300 shares — an estimated $618 sold.

Planned Solutions first reported a position in SNDL in Q3 2024 and held it in 1 quarter. The position peaked at $618 in Q3 2024. 130 funds tracked by Wall St. Rank hold SNDL as of Q4 2024.

Planned Solutions reported no remaining Sundial Growers position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 300 Sundial Growers shares in Q4 2024, an estimated $618.
Planned Solutions first reported a position in Sundial Growers in Q3 2024 and held it in 1 quarter.
Planned Solutions's Sundial Growers position peaked at $618 in Q3 2024.
130 funds tracked by Wall St. Rank held Sundial Growers as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.