SBL
TRLV

Sargent Bickham Lagudis’s Trulieve Cannabis Corp TRLV Stock Holding History

Sargent Bickham Lagudis’s Portfolio TRLV Stock Details TRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-400
Closed -$5K – 980
2019
Q4 		$5K Buy
+400
New +$5K ﹤0.01% 707

Other funds holding TRLV

ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
SCM
Symons Capital Management Pittsburgh, Pennsylvania $156M AUM 9.32% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return

Sargent Bickham Lagudis's TRLV Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of Trulieve Cannabis Corp (TRLV) in Q1 2020, closing a stake of 400 shares — an estimated $5K sold.

Sargent Bickham Lagudis first reported a position in TRLV in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 7 funds tracked by Wall St. Rank hold TRLV as of Q1 2020.

  • Sargent Bickham Lagudis reported no remaining Trulieve Cannabis Corp position as of Q1 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 400 Trulieve Cannabis Corp shares in Q1 2020, an estimated $5K.
  • Sargent Bickham Lagudis first reported a position in Trulieve Cannabis Corp in Q4 2019 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Trulieve Cannabis Corp position peaked at $5K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Trulieve Cannabis Corp as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.