$882 Million is the total value of GUARDIAN CAPITAL ADVISORS LP's 160 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IMV | Exit | IMV INC | $0 | – | -70,664 | -100.0% | -0.00% | – |
| Exit | HALEON PLCspon ads | $0 | – | -22,385 | -100.0% | -0.02% | – | |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -14,726 | -100.0% | -0.02% | – | |
| WFG | Exit | WEST FRASER TIMBER CO LTD | $0 | – | -2,849 | -100.0% | -0.03% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,807 | -100.0% | -0.03% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -11,170 | -100.0% | -0.14% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -12,300 | -100.0% | -0.40% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -501,716 | -100.0% | -2.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.