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Valley National Advisers’s Sundial Growers SNDL Stock Holding History

Valley National Advisers’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
2023
Q3 		– Sell
-100
Closed -$1K – 1119
2023
Q2 		$1K Hold
100
– – ﹤0.01% 935
2023
Q1 		$0 Hold
100
– – ﹤0.01% 967
2022
Q4 		$0 Hold
100
– – ﹤0.01% 969
2022
Q3 		$0 Hold
100
– – ﹤0.01% 987
2022
Q2 		$0 Hold
100
– – ﹤0.01% 973
2022
Q1 		$1K Hold
100
– – ﹤0.01% 873
2021
Q4 		$1K Hold
100
– – ﹤0.01% 876
2021
Q3 		$1K Hold
100
– – ﹤0.01% 842
2021
Q2 		$1K Buy
+100
New +$913 ﹤0.01% 849

Other funds holding SNDL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Valley National Advisers's SNDL Position: Q3 2023 in Review

Valley National Advisers sold out of Sundial Growers (SNDL) in Q3 2023, closing a stake of 100 shares — an estimated $1K sold.

Valley National Advisers first reported a position in SNDL in Q2 2021 and held it in 9 quarters. The position peaked at $1K in Q2 2023. 100 funds tracked by Wall St. Rank hold SNDL as of Q3 2023.

  • Valley National Advisers reported no remaining Sundial Growers position as of Q3 2023 after selling out during the quarter.
  • Valley National Advisers sold 100 Sundial Growers shares in Q3 2023, an estimated $1K.
  • Valley National Advisers first reported a position in Sundial Growers in Q2 2021 and held it in 9 quarters.
  • Valley National Advisers's Sundial Growers position peaked at $1K in Q2 2023.
  • 100 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2023.

Based on Valley National Advisers's 13F filing for Q3 2023, filed 13 Nov 2023.