RSWM
CRDL

Robertson Stephens Wealth Management’s Cardiol Therapeutics CRDL Stock Holding History

Robertson Stephens Wealth Management’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
2023
Q2 		– Sell
-27,855
Closed -$13.6K – 428
2023
Q1 		$13.6K Hold
27,855
– – ﹤0.01% 438
2022
Q4 		$14.2K Hold
27,855
– – ﹤0.01% 406
2022
Q3 		$28K Hold
27,855
– – ﹤0.01% 356
2022
Q2 		$36K Hold
27,855
– – ﹤0.01% 371
2022
Q1 		$42K Buy
+27,855
New +$45.9K ﹤0.01% 378

Other funds holding CRDL

MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
TC
Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robertson Stephens Wealth Management's CRDL Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of Cardiol Therapeutics (CRDL) in Q2 2023, closing a stake of 27,855 shares — an estimated $13.6K sold.

Robertson Stephens Wealth Management first reported a position in CRDL in Q1 2022 and held it in 5 quarters. The position peaked at $42K in Q1 2022. 33 funds tracked by Wall St. Rank hold CRDL as of Q2 2023.

  • Robertson Stephens Wealth Management reported no remaining Cardiol Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 27,855 Cardiol Therapeutics shares in Q2 2023, an estimated $13.6K.
  • Robertson Stephens Wealth Management first reported a position in Cardiol Therapeutics in Q1 2022 and held it in 5 quarters.
  • Robertson Stephens Wealth Management's Cardiol Therapeutics position peaked at $42K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Cardiol Therapeutics as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.