RA
CRDL

Rise Advisors’s Cardiol Therapeutics CRDL Stock Holding History

Rise Advisors’s Portfolio CRDL Stock Details CRDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$1.98K – 1137
2024
Q3 		$1.98K Hold
1,000
– – ﹤0.01% 1131
2024
Q2 		$2.02K Hold
1,000
– – ﹤0.01% 1123
2024
Q1 		$1.81K Hold
1,000
– – ﹤0.01% 1145
2023
Q4 		$843 Hold
1,000
– – ﹤0.01% 535
2023
Q3 		$895 Hold
1,000
– – ﹤0.01% 549
2023
Q2 		$890 Hold
1,000
– – ﹤0.01% 586
2023
Q1 		$487 Hold
1,000
– – ﹤0.01% 734
2022
Q4 		$510 Hold
1,000
– – ﹤0.01% 709
2022
Q3 		$1K Buy
+1,000
New +$1.22K ﹤0.01% 614

Other funds holding CRDL

TC
Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LSA
Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Rise Advisors's CRDL Position: Q4 2024 in Review

Rise Advisors sold out of Cardiol Therapeutics (CRDL) in Q4 2024, closing a stake of 1,000 shares — an estimated $1.98K sold.

Rise Advisors first reported a position in CRDL in Q3 2022 and held it in 9 quarters. The position peaked at $2.02K in Q2 2024. 43 funds tracked by Wall St. Rank hold CRDL as of Q4 2024.

  • Rise Advisors reported no remaining Cardiol Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 1,000 Cardiol Therapeutics shares in Q4 2024, an estimated $1.98K.
  • Rise Advisors first reported a position in Cardiol Therapeutics in Q3 2022 and held it in 9 quarters.
  • Rise Advisors's Cardiol Therapeutics position peaked at $2.02K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held Cardiol Therapeutics as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.