WWA
CRDL

Wingate Wealth Advisors’s Cardiol Therapeutics CRDL Stock Holding History

Wingate Wealth Advisors’s Portfolio CRDL Stock Details CRDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-85
Closed -$109 – 167
2024
Q4 		$109 Buy
+85
New +$143 ﹤0.01% 470

Other funds holding CRDL

TC
Tejara Capital London, United Kingdom $303M AUM 5.43% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
LSA
Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Wingate Wealth Advisors's CRDL Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Cardiol Therapeutics (CRDL) in Q1 2025, closing a stake of 85 shares — an estimated $109 sold.

Wingate Wealth Advisors first reported a position in CRDL in Q4 2024 and held it in 1 quarter. The position peaked at $109 in Q4 2024. 38 funds tracked by Wall St. Rank hold CRDL as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Cardiol Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 85 Cardiol Therapeutics shares in Q1 2025, an estimated $109.
  • Wingate Wealth Advisors first reported a position in Cardiol Therapeutics in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Cardiol Therapeutics position peaked at $109 in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Cardiol Therapeutics as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.