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  Name: Cardinal Point Capital Management ULC
  City: TORONTO
  State: Z4
  Zip: M8X 1Y9
   
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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
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVDV)1 Year Chart         AVDV Avantis International Small... 78 Closed $0.00 $0 0 0% -682,000 -10,910 0    N/A
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 77 Closed $0.00 $0 0 0% -625,000 -11,085 0    N/A
   (RBA)1 Year Chart         RBA Rb Global Ord Shs 76 Closed $75.25 $0 0 0% -442,000 -6,603 0    Business Services
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 75 Closed $0.00 $0 0 0% -353,000 -3,365 0    N/A
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 74 Closed $101.20 $0 0 0% -266,000 -2,576 0    Closed - End Fund - E...
   (PRNT)1 Year Chart         PRNT The 3d Printing Etf 73 Closed $0.00 $0 0 0% -296,000 -12,725 0    N/A
   (MVIS)1 Year Chart         MVIS Microvision Inc 79 Closed $1.15 $0 0 0% -64,000 -23,961 0    Diversified Electronics

      7 Records Found
  1    
Page 1 of 1
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