Transform Wealth’s Sundial Growers SNDL Stock Holding History

Transform Wealth’s Portfolio SNDL Stock Details SNDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-48,806	Closed	-$87.4K	–	269
2024 Q4	$87.4K	Buy	+48,806	New	+$95.7K	﹤0.01%	259

Other funds holding SNDL

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SOW

State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return

Transform Wealth's SNDL Position: Q1 2025 in Review

Transform Wealth sold out of Sundial Growers (SNDL) in Q1 2025, closing a stake of 48,806 shares — an estimated $87.4K sold.

Transform Wealth first reported a position in SNDL in Q4 2024 and held it in 1 quarter. The position peaked at $87.4K in Q4 2024. 122 funds tracked by Wall St. Rank hold SNDL as of Q1 2025.

Transform Wealth reported no remaining Sundial Growers position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 48,806 Sundial Growers shares in Q1 2025, an estimated $87.4K.
Transform Wealth first reported a position in Sundial Growers in Q4 2024 and held it in 1 quarter.
Transform Wealth's Sundial Growers position peaked at $87.4K in Q4 2024.
122 funds tracked by Wall St. Rank held Sundial Growers as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.