WR Wealth Planners’s Canopy Growth CGC Stock Holding History

WR Wealth Planners’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
2024 Q4	$178	Sell	65 -9	-12%	-$36	﹤0.01%	1068
2024 Q3	$357	Hold	74	–	–	﹤0.01%	1069
2024 Q2	$477	Sell	74 -5	-6%	-$43	﹤0.01%	1021
2024 Q1	$682	Buy	+79	New	+$341	﹤0.01%	1008
2023 Q4	–	Sell	-90	Closed	-$703	–	285
2023 Q3	$703	Hold	90	–	–	﹤0.01%	847
2023 Q2	$348	Sell	90 -12	-12%	-$126	﹤0.01%	860
2023 Q1	$1.78K	Buy	102 +13	+15%	+$308	﹤0.01%	784
2022 Q4	$2.05K	Hold	89	–	–	﹤0.01%	392
2022 Q3	$2.42K	Sell	89 -1	-1%	-$31	﹤0.01%	374
2022 Q2	$2.55K	Buy	90 +15	+20%	+$780	﹤0.01%	401
2022 Q1	$5.71K	Buy	+75	New	+$5.72K	﹤0.01%	346

Other funds holding CGC

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WR Wealth Planners's CGC Position: Q4 2024 in Review

WR Wealth Planners reduced its Canopy Growth (CGC) stake by 12% in Q4 2024, selling an estimated $36 and leaving 65 shares worth $178. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

WR Wealth Planners first reported a position in CGC in Q1 2022 and has held it in 11 quarters since. The position peaked at $5.71K in Q1 2022. 227 funds tracked by Wall St. Rank hold CGC as of Q4 2024.

WR Wealth Planners held 65 shares of Canopy Growth worth $178 as of Q4 2024.
WR Wealth Planners sold 9 Canopy Growth shares in Q4 2024, an estimated $36.
Canopy Growth made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1068 holding.
WR Wealth Planners first reported a position in Canopy Growth in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Canopy Growth position peaked at $5.71K in Q1 2022.
227 funds tracked by Wall St. Rank held Canopy Growth as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.