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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
MCKMckesson Corp
Recent Activity
Decreased -13.66%
0.07%
$400,241
701 shares@ $570.96 avg price
PSEPInnovator Etfs Trust
Recent Activity
Decreased -21.61%
0.07%
$398,279
10,190 shares@ $39.09 avg price
SHVIshares Tr
Recent Activity
Decreased -38.42%
0.06%
$319,319
2,900 shares@ $110.11 avg price
PNOVInnovator Etfs Trust
Recent Activity
Decreased -56.2%
0.05%
$256,412
6,770 shares@ $37.88 avg price