SWM
INCR

Sugarloaf Wealth Management’s Intercure INCR Stock Holding History

Sugarloaf Wealth Management’s Portfolio INCR Stock Details INCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$1K – 823
2022
Q3 		$1K Hold
200
– – ﹤0.01% 770
2022
Q2 		$1K Hold
200
– – ﹤0.01% 741
2022
Q1 		$1K Hold
200
– – ﹤0.01% 680
2021
Q4 		$1K Hold
200
– – ﹤0.01% 713
2021
Q3 		$1K Buy
+200
New +$1.44K ﹤0.01% 723

Other funds holding INCR

II
Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sugarloaf Wealth Management's INCR Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Intercure (INCR) in Q4 2022, closing a stake of 200 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in INCR in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 15 funds tracked by Wall St. Rank hold INCR as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Intercure position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 200 Intercure shares in Q4 2022, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in Intercure in Q3 2021 and held it in 5 quarters.
  • Sugarloaf Wealth Management's Intercure position peaked at $1K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held Intercure as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.