GC
| |
GUARDIAN CAPITAL ADVISORS LP13F | |
| GUARDIAN CAPITAL ADVISORS LP | |
| Last update 2024-11-12 | 167 Stocks (4 new) |
| Value $1.01 Bil | Turnover 4 % |
GUARDIAN CAPITAL ADVISORS LP Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RY | Royal Bank of Canada | 512,794 | 63,421.7 | +1.39% | 6.250 | +0.09% | 0.040 | +13.14% | +12.43% | 186,681.5 | Banks | |
TD | The Toronto-Dominion Bank | 731,469 | 46,504.5 | +1.35% | 4.580 | +0.06% | 0.040 | +21.61% | +45.93% | 129,316.4 | Banks | |
BMO | Bank of Montreal | 374,594 | 34,121.2 | +2.60% | 3.360 | +0.09% | 0.050 | +21.00% | +20.29% | 82,634.1 | Banks | |
BNS | Bank of Nova Scotia | 611,777 | 33,298.2 | -3.83% | 3.280 | -0.12% | 0.050 | +18.50% | +10.38% | 70,814.4 | Banks | |
ENB | Enbridge Inc | 801,195 | 32,920.6 | +0.73% | 3.240 | +0.02% | 0.040 | -0.42% | +10.39% | 99,405.9 | Oil & Gas | |
MSFT | Microsoft Corp | 72,984 | 30,703.6 | +12.07% | 3.020 | +0.33% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
CNI | Canadian National Railway Co | 229,098 | 26,799.8 | +1.60% | 2.640 | +0.04% | 0.040 | -1.65% | -4.83% | 59,728.4 | Transportation | |
CM | Canadian Imperial Bank of Commerce | 350,241 | 21,152.7 | -3.07% | 2.080 | -0.06% | 0.040 | +23.43% | +19.25% | 69,118.7 | Banks | |
AAPL | Apple Inc | 91,236 | 20,639.1 | +1.56% | 2.030 | +0.03% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
CNQ | Canadian Natural Resources Ltd | 595,476 | 20,597.3 | +1.18% | 2.030 | +0.02% | 0.030 | +9.37% | +5.24% | 66,382.4 | Oil & Gas |
GUARDIAN CAPITAL ADVISORS LP's Historical Top Holdings Breakdowns
GUARDIAN CAPITAL ADVISORS LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TIP | iShares TIPS Bond ETF | 2024-09-30 | Add Add | +0.83% | 105.92 ($108.65) 110.83 | $109.73 | 0.99% | Add 311.36% | 100,343 | 75,950 | |
KBWB | Invesco KBW Bank ETF | 2024-09-30 | Reduce Reduce | -0.72% | 53.15 ($56.91) 59.61 | $74.55 | 31.00% | Reduce -49.4% | 125,760 | -122,760 | |
DFEM |
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
| 2024-09-30 | Add Add | +0.38% | 25.21 ($26.85) 28.46 | $30.55 | 13.78% | Add 51.19% | 399,815 | 135,378 | |
DHR | Danaher Corp | 2024-09-30 | Add Add | +0.35% | 239.25 ($264.64) 280.76 | $202.81 | -23.36% | Add 1017.2% | 14,222 | 12,949 | |
MSFT | Microsoft Corp | 2024-09-30 | Add Add | +0.33% | 395.15 ($427.47) 467.56 | $510.88 | 19.51% | Add 12.07% | 72,984 | 7,860 | |
BAX | Baxter International Inc | 2024-09-30 | Reduce Reduce | -0.25% | 32.85 ($36.74) 40.26 | $28.77 | -21.69% | Reduce -74.99% | 22,735 | -68,155 | |
WPM | Wheaton Precious Metals Corp | 2024-09-30 | Reduce Reduce | -0.21% | 52.04 ($59.48) 64.22 | $94.01 | 58.05% | Reduce -77.94% | 9,750 | -34,450 | |
WYNN | Wynn Resorts Ltd | 2024-09-30 | Sold Out Sold Out | -0.14% | 73.55 ($80.39) 97.62 | $108.45 | 34.90% | Sold Out | 0 | -15,300 | |
BNS | Bank of Nova Scotia | 2024-09-30 | Reduce Reduce | -0.12% | 44.71 ($48.5) 54.8 | $56.71 | 16.93% | Reduce -3.83% | 611,777 | -24,381 | |
AMZN | Amazon.com Inc | 2024-09-30 | Add Add | +0.11% | 161.02 ($182.46) 200 | $232.23 | 27.28% | Add 154.57% | 9,628 | 5,846 |
GUARDIAN CAPITAL ADVISORS LP Total Holding History ($B)
GUARDIAN CAPITAL ADVISORS LP's Asset Allocation
GUARDIAN CAPITAL ADVISORS LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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GUARDIAN CAPITAL ADVISORS LP's Hypothetical Growth since 2024-09-30
GUARDIAN CAPITAL ADVISORS LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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GUARDIAN CAPITAL ADVISORS LP's Holdings Heat Map
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GUARDIAN CAPITAL ADVISORS LP's Holdings Bubble Chart
GUARDIAN CAPITAL ADVISORS LP News
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