$742 Million is the total value of GUARDIAN CAPITAL ADVISORS LP's 171 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACWV | New | ISHARES INCmsci gbl min vol | $1,153,000 | – | 11,900 | +100.0% | 0.16% | – |
| BA | New | BOEING CO | $746,000 | – | 3,525 | +100.0% | 0.10% | – |
| PANW | New | PALO ALTO NETWORKS INC | $525,000 | – | 1,500 | +100.0% | 0.07% | – |
| F | New | FORD MTR CO DEL | $518,000 | – | 59,900 | +100.0% | 0.07% | – |
| PDS | New | PRECISION DRILLING CORP | $488,000 | – | 25,582 | +100.0% | 0.07% | – |
| PKX | New | POSCOsponsored adr | $429,000 | – | 6,550 | +100.0% | 0.06% | – |
| GOOS | New | CANADA GOOSE HLDGS INC | $404,000 | – | 14,300 | +100.0% | 0.05% | – |
| MCK | New | MCKESSON CORP | $322,000 | – | 1,835 | +100.0% | 0.04% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $213,000 | – | 1,100 | +100.0% | 0.03% | – |
| CIXX | New | CI FINL CORP | $164,000 | – | 13,675 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TORONTO DOMINION BK ONT | 42 | Q3 2023 | 7.6% |
| ROYAL BK CDA SUSTAINABL | 42 | Q3 2023 | 6.9% |
| BANK N S HALIFAX | 42 | Q3 2023 | 5.8% |
| BANK MONTREAL QUE | 42 | Q3 2023 | 4.3% |
| CDN IMPERIAL BK OF COMMERCE | 42 | Q3 2023 | 3.7% |
| CANADIAN NATL RY CO | 42 | Q3 2023 | 3.9% |
| BCE INC | 42 | Q3 2023 | 3.9% |
| ENBRIDGE INC | 42 | Q3 2023 | 2.9% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.2% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.4% |
View GUARDIAN CAPITAL ADVISORS LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-15 |
View GUARDIAN CAPITAL ADVISORS LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.