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Matthew Zienty

@Cardinal Point Capital Management Ulc

Latest period2024 - Q4ReportedManaged Assets$629.864MTotal holdings84
Assets growth rate4.99%Assets growth rate (2-Q avg)4.69%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Cardinal Point Capital Management Ulc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Cardinal Point Capital Management Ulc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 629.864M in assets, with a quarterly growth rate of 4.99% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by Matthew Zienty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LBRTLiberty Energy Inc
Recent Activity
Exited
0%
$7.636M
400,000 shares@ $19.09 avg price
SGOVIshares Tr
Recent Activity
Exited
0%
$457,269
4,540 shares@ $100.73 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Exited
0%
$314,431
5,954 shares@ $52.82 avg price
XOMExxon Mobil Corp
Recent Activity
Exited
0%
$216,388
1,846 shares@ $117.22 avg price
EZUIshares Inc
Recent Activity
Exited
0%
$214,665
4,110 shares@ $52.23 avg price
ACWXIshares Tr
Recent Activity
Exited
0%
$213,545
3,732 shares@ $57.22 avg price
AOMIshares Tr
Recent Activity
Exited
0%
$202,048
4,479 shares@ $45.12 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$201,490
1,228 shares@ $164.08 avg price
IJANInnovator Etfs Trust
Recent Activity
Exited
0%
$201,145
6,100 shares@ $32.98 avg price