SFS
STKL

Sowell Financial Services’s SunOpta STKL Stock Holding History

Sowell Financial Services’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-460
Closed -$5K – 2434
2021
Q1 		$5K Buy
+460
New +$6.59K ﹤0.01% 2618

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's STKL Position: Q2 2021 in Review

Sowell Financial Services sold out of SunOpta (STKL) in Q2 2021, closing a stake of 460 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in STKL in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 166 funds tracked by Wall St. Rank hold STKL as of Q2 2021.

  • Sowell Financial Services reported no remaining SunOpta position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 460 SunOpta shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in SunOpta in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's SunOpta position peaked at $5K in Q1 2021.
  • 166 funds tracked by Wall St. Rank held SunOpta as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.