TCI Wealth Advisors’s SunOpta STKL Stock Holding History

TCI Wealth Advisors’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 Q3	–	Sell	-398	Closed	-$5K	–	2564
2021 Q2	$5K	Buy	+398	New	+$5.2K	﹤0.01%	1489

Other funds holding STKL

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

TCI Wealth Advisors's STKL Position: Q3 2021 in Review

TCI Wealth Advisors sold out of SunOpta (STKL) in Q3 2021, closing a stake of 398 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in STKL in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 143 funds tracked by Wall St. Rank hold STKL as of Q3 2021.

TCI Wealth Advisors reported no remaining SunOpta position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 398 SunOpta shares in Q3 2021, an estimated $5K.
TCI Wealth Advisors first reported a position in SunOpta in Q2 2021 and held it in 1 quarter.
TCI Wealth Advisors's SunOpta position peaked at $5K in Q2 2021.
143 funds tracked by Wall St. Rank held SunOpta as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.