SWS
STKL

SYSTM Wealth Solutions’s SunOpta STKL Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-111
Closed -$763 – 933
2024
Q1 		$763 Buy
+111
New +$686 ﹤0.01% 962

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

SYSTM Wealth Solutions's STKL Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of SunOpta (STKL) in Q2 2024, closing a stake of 111 shares — an estimated $763 sold.

SYSTM Wealth Solutions first reported a position in STKL in Q1 2024 and held it in 1 quarter. The position peaked at $763 in Q1 2024. 187 funds tracked by Wall St. Rank hold STKL as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining SunOpta position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 111 SunOpta shares in Q2 2024, an estimated $763.
  • SYSTM Wealth Solutions first reported a position in SunOpta in Q1 2024 and held it in 1 quarter.
  • SYSTM Wealth Solutions's SunOpta position peaked at $763 in Q1 2024.
  • 187 funds tracked by Wall St. Rank held SunOpta as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.