TWD
CGC

True Wealth Design’s Canopy Growth CGC Stock Holding History

True Wealth Design’s Portfolio CGC Stock Details CGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10
Closed -$65 – 1284
2024
Q2 		$65 Hold
10
– – ﹤0.01% 774
2024
Q1 		$87 Hold
10
– – ﹤0.01% 773
2023
Q4 		$52 Hold
10
– – ﹤0.01% 765
2023
Q3 		$79 Hold
10
– – ﹤0.01% 728
2023
Q2 		$39 Hold
10
– – ﹤0.01% 770
2023
Q1 		$175 Hold
10
– – ﹤0.01% 747
2022
Q4 		$231 Buy
+10
New +$308 ﹤0.01% 643

Other funds holding CGC

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

True Wealth Design's CGC Position: Q3 2024 in Review

True Wealth Design sold out of Canopy Growth (CGC) in Q3 2024, closing a stake of 10 shares — an estimated $65 sold.

True Wealth Design first reported a position in CGC in Q4 2022 and held it in 7 quarters. The position peaked at $231 in Q4 2022. 225 funds tracked by Wall St. Rank hold CGC as of Q3 2024.

  • True Wealth Design reported no remaining Canopy Growth position as of Q3 2024 after selling out during the quarter.
  • True Wealth Design sold 10 Canopy Growth shares in Q3 2024, an estimated $65.
  • True Wealth Design first reported a position in Canopy Growth in Q4 2022 and held it in 7 quarters.
  • True Wealth Design's Canopy Growth position peaked at $231 in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Canopy Growth as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.