WIM
CGC

WealthPlan Investment Management’s Canopy Growth CGC Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-18
Closed -$68 – 188
2023
Q2 		$68 Sell
18
-44
-71% -$462 ﹤0.01% 366
2023
Q1 		$1.09K Buy
+62
New +$1.47K ﹤0.01% 405

Other funds holding CGC

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

WealthPlan Investment Management's CGC Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Canopy Growth (CGC) in Q3 2023, closing a stake of 18 shares — an estimated $68 sold.

WealthPlan Investment Management first reported a position in CGC in Q1 2023 and held it in 2 quarters. The position peaked at $1.09K in Q1 2023. 322 funds tracked by Wall St. Rank hold CGC as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Canopy Growth position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 18 Canopy Growth shares in Q3 2023, an estimated $68.
  • WealthPlan Investment Management first reported a position in Canopy Growth in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Canopy Growth position peaked at $1.09K in Q1 2023.
  • 322 funds tracked by Wall St. Rank held Canopy Growth as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.