Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Cardinal Point Capital Management ULC
  City: TORONTO
  State: Z4
  Zip: M8X 1Y9
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $525,554,000
  Total Value Change : $112,057,000
  Securities Held Change : 3
   
All Securities Held : 72
  New Positions : 8
  Closed Positions : 7
  Increased Positions : 31
  Unchanged Positions : 24
  Decreased Positions : 9

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... 8 New $26.36 $25,130,000 987,830 4.78% 25,130,000 987,830 0.11    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 9 New $106.47 $24,635,000 228,946 4.69% 24,635,000 228,946 0.014    Closed - End Fund - E...
   (DFSU)1 Year Chart         DFSU Dimensional Us Sustainabili... 30 New $0.00 $841,000 24,440 0.16% 841,000 24,440 0.027    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 33 New $112.55 $696,000 6,300 0.13% 696,000 6,300 0.004    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 52 New $539.30 $430,000 820 0.08% 430,000 820 0    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 58 New $947.80 $333,000 368 0.06% 333,000 368 0    Semiconductor - Speci...
   (DFSI)1 Year Chart         DFSI Dimensional Intl Sustainabi... 57 New $0.00 $333,000 9,890 0.06% 333,000 9,890 0.011    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 64 New $176.92 $241,000 1,600 0.05% 241,000 1,600 0    Search Engines & Info...

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results