WMS Partners’s Sundial Growers SNDL Stock Holding History

WMS Partners’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
2021 Q3	–	Sell	-1,025	Closed	-$10K	–	294
2021 Q2	$10K	Hold	1,025	–	–	﹤0.01%	262
2021 Q1	$12K	Buy	+1,025	New	+$12.2K	﹤0.01%	229

Other funds holding SNDL

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

WMS Partners's SNDL Position: Q3 2021 in Review

WMS Partners sold out of Sundial Growers (SNDL) in Q3 2021, closing a stake of 1,025 shares — an estimated $10K sold.

WMS Partners first reported a position in SNDL in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 149 funds tracked by Wall St. Rank hold SNDL as of Q3 2021.

WMS Partners reported no remaining Sundial Growers position as of Q3 2021 after selling out during the quarter.
WMS Partners sold 1,025 Sundial Growers shares in Q3 2021, an estimated $10K.
WMS Partners first reported a position in Sundial Growers in Q1 2021 and held it in 2 quarters.
WMS Partners's Sundial Growers position peaked at $12K in Q1 2021.
149 funds tracked by Wall St. Rank held Sundial Growers as of Q3 2021.

Based on WMS Partners's 13F filing for Q3 2021, filed 12 Nov 2021.