Tradition Wealth Management’s SunOpta STKL Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-2,446	Closed	-$13K	–	1078
2023 Q4	$13K	Buy	2,446 +100	+4%	+$438	﹤0.01%	951
2023 Q3	$8K	Hold	2,346	–	–	﹤0.01%	1075
2023 Q2	$16K	Hold	2,346	–	–	﹤0.01%	931
2023 Q1	$18K	Hold	2,346	–	–	﹤0.01%	861
2022 Q4	$20K	Hold	2,346	–	–	﹤0.01%	754
2022 Q3	$21K	Hold	2,346	–	–	﹤0.01%	749
2022 Q2	$18K	Hold	2,346	–	–	﹤0.01%	672
2022 Q1	$12K	Hold	2,346	–	–	﹤0.01%	859
2021 Q4	$16K	Hold	2,346	–	–	﹤0.01%	790
2021 Q3	$21K	Sell	2,346 -1,000	-30%	-$10.1K	﹤0.01%	715
2021 Q2	$41K	Buy	+3,346	New	+$43.7K	0.01%	582

Other funds holding STKL

OCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tradition Wealth Management's STKL Position: Q1 2024 in Review

Tradition Wealth Management sold out of SunOpta (STKL) in Q1 2024, closing a stake of 2,446 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in STKL in Q2 2021 and held it in 11 quarters. The position peaked at $41K in Q2 2021. 185 funds tracked by Wall St. Rank hold STKL as of Q1 2024.

Tradition Wealth Management reported no remaining SunOpta position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 2,446 SunOpta shares in Q1 2024, an estimated $13K.
Tradition Wealth Management first reported a position in SunOpta in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's SunOpta position peaked at $41K in Q2 2021.
185 funds tracked by Wall St. Rank held SunOpta as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.