$963 Million is the total value of GUARDIAN CAPITAL ADVISORS LP's 172 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| F | New | FORD MTR CO DEL | $491,000 | – | 34,200 | +100.0% | 0.05% | – |
| LQDH | New | ISHARES U S ETF TRint rt hdg c b | $427,000 | – | 4,446 | +100.0% | 0.04% | – |
| ICSH | New | ISHARES TRblackrock ultra | $307,000 | – | 6,088 | +100.0% | 0.03% | – |
| BKNG | New | BOOKING HOLDINGS INC | $263,000 | – | 107 | +100.0% | 0.03% | – |
| TSLA | New | TESLA INC | $225,000 | – | 290 | +100.0% | 0.02% | – |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $213,000 | – | 1,800 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.