Williams Jones Wealth Management’s Sundial Growers SNDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-13,800
Closed -$97K 606
2022
Q1
$97K Buy
+13,800
New +$76.3K ﹤0.01% 506

Other funds holding SNDL

Williams Jones Wealth Management's SNDL Position: Q2 2022 in Review

Williams Jones Wealth Management sold out of Sundial Growers (SNDL) in Q2 2022, closing a stake of 13,800 shares — an estimated $97K sold.

Williams Jones Wealth Management first reported a position in SNDL in Q1 2022 and held it in 1 quarter. The position peaked at $97K in Q1 2022. 159 funds tracked by Wall St. Rank hold SNDL as of Q2 2022.

  • Williams Jones Wealth Management reported no remaining Sundial Growers position as of Q2 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 13,800 Sundial Growers shares in Q2 2022, an estimated $97K.
  • Williams Jones Wealth Management first reported a position in Sundial Growers in Q1 2022 and held it in 1 quarter.
  • Williams Jones Wealth Management's Sundial Growers position peaked at $97K in Q1 2022.
  • 159 funds tracked by Wall St. Rank held Sundial Growers as of Q2 2022.

Based on Williams Jones Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.