| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ROYAL BK CDA SUSTAINABL | 26 | Q2 2024 | 4.3% |
| TORONTO DOMINION BK ONT | 26 | Q2 2024 | 5.1% |
| VISA INC-CLASS A SHARES | 26 | Q2 2024 | 3.0% |
| MICROSOFT CORP | 26 | Q2 2024 | 2.8% |
| SUNCOR ENERGY INC NEW | 26 | Q2 2024 | 4.0% |
| CANADIAN NATURAL RESOURCES | 26 | Q2 2024 | 3.2% |
| CANADIAN NATL RY CO | 26 | Q2 2024 | 2.2% |
| ALPHABET INC-CL A | 26 | Q2 2024 | 2.2% |
| UNITEDHEALTH GROUP INC | 26 | Q2 2024 | 1.8% |
| BOSTON SCIENTIFIC CORP | 26 | Q2 2024 | 2.0% |
View NICOLA WEALTH MANAGEMENT LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
View NICOLA WEALTH MANAGEMENT LTD.'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.