Valeo Financial Advisors’s Sundial Growers SNDL Stock Holding History

Valeo Financial Advisors’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
2022 Q3	–	Sell	-4,000	Closed	-$13K	–	535
2022 Q2	$13K	Buy	+4,000	New	+$17.7K	﹤0.01%	501
2021 Q2	–	Sell	-110	Closed	-$1K	–	1617
2021 Q1	$1K	Buy	+110	New	+$1.31K	﹤0.01%	1932

Other funds holding SNDL

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

Valeo Financial Advisors's SNDL Position: Q3 2022 in Review

Valeo Financial Advisors sold out of Sundial Growers (SNDL) in Q3 2022, closing a stake of 4,000 shares — an estimated $13K sold.

Valeo Financial Advisors first reported a position in SNDL in Q1 2021 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 90 funds tracked by Wall St. Rank hold SNDL as of Q3 2022.

Valeo Financial Advisors reported no remaining Sundial Growers position as of Q3 2022 after selling out during the quarter.
Valeo Financial Advisors sold 4,000 Sundial Growers shares in Q3 2022, an estimated $13K.
Valeo Financial Advisors first reported a position in Sundial Growers in Q1 2021 and held it in 2 quarters.
Valeo Financial Advisors's Sundial Growers position peaked at $13K in Q2 2022.
90 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2022.

Based on Valeo Financial Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.