SOA Wealth Advisors’s Canopy Growth CGC Stock Holding History

SOA Wealth Advisors’s Portfolio CGC Stock Details CGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$48	Hold	51	–	–	﹤0.01%	852
2025 Q4	$58	Hold	51	–	–	﹤0.01%	846
2025 Q3	$74	Hold	51	–	–	﹤0.01%	864
2025 Q2	$62	Hold	51	–	–	﹤0.01%	853
2025 Q1	$46	Hold	51	–	–	﹤0.01%	868
2024 Q4	$140	Hold	51	–	–	﹤0.01%	835
2024 Q3	$246	Hold	51	–	–	﹤0.01%	781
2024 Q2	$329	Hold	51	–	–	﹤0.01%	782
2024 Q1	$440	Sell	51 -15	-23%	-$65	﹤0.01%	813
2023 Q4	$337	Sell	66 -2	-3%	-$12	﹤0.01%	823
2023 Q3	$533	Sell	68 -6	-8%	-$37	﹤0.01%	819
2023 Q2	$286	Hold	74	–	–	﹤0.01%	858
2023 Q1	$1.29K	Hold	74	–	–	﹤0.01%	771
2022 Q4	$1.7K	Sell	74 -10	-12%	-$308	﹤0.01%	751
2022 Q3	$2K	Hold	84	–	–	﹤0.01%	699
2022 Q2	$2K	Hold	84	–	–	﹤0.01%	688
2022 Q1	$6K	Hold	84	–	–	﹤0.01%	654
2021 Q4	$7K	Hold	84	–	–	﹤0.01%	616
2021 Q3	$11K	Hold	84	–	–	﹤0.01%	565
2021 Q2	$20K	Hold	84	–	–	0.01%	458
2021 Q1	$26K	Buy	84 +25	+42%	+$8.85K	0.01%	353
2020 Q4	$30K	Buy	+59	New	+$13.5K	0.01%	331

Other funds holding CGC

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

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

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors

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

Susquehanna International Group

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return