TFM
STKL

TFC Financial Management’s SunOpta STKL Stock Holding History

TFC Financial Management’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
2022
Q1 		– Sell
-525
Closed -$4K – 581
2021
Q4 		$4K Hold
525
– – ﹤0.01% 413
2021
Q3 		$5K Hold
525
– – ﹤0.01% 392
2021
Q2 		$6K Buy
+525
New +$6.85K ﹤0.01% 358

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

TFC Financial Management's STKL Position: Q1 2022 in Review

TFC Financial Management sold out of SunOpta (STKL) in Q1 2022, closing a stake of 525 shares — an estimated $4K sold.

TFC Financial Management first reported a position in STKL in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 150 funds tracked by Wall St. Rank hold STKL as of Q1 2022.

  • TFC Financial Management reported no remaining SunOpta position as of Q1 2022 after selling out during the quarter.
  • TFC Financial Management sold 525 SunOpta shares in Q1 2022, an estimated $4K.
  • TFC Financial Management first reported a position in SunOpta in Q2 2021 and held it in 3 quarters.
  • TFC Financial Management's SunOpta position peaked at $6K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held SunOpta as of Q1 2022.

Based on TFC Financial Management's 13F filing for Q1 2022, filed 4 May 2022.