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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
GLDSpdr Gold Tr
Recent Activity
Increased 30.46%
0.13%
$798,545
3,298 shares@ $242.14 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.31%
0.13%
$766,202
1,303 shares@ $588.03 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 121.07%
0.12%
$738,551
7,651 shares@ $96.53 avg price
METAMeta Platforms Inc
Recent Activity
Increased 98.03%
0.12%
$703,783
1,202 shares@ $585.51 avg price
IVVIshares Tr
Recent Activity
Increased 9.33%
0.1%
$586,914
997 shares@ $588.69 avg price
ICLNIshares Tr
Recent Activity
Increased 4.1%
0.08%
$495,201
43,515 shares@ $11.39 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 5.99%
0.08%
$464,521
2,302 shares@ $201.8 avg price
ECLEcolab Inc
Recent Activity
Increased 1.29%
0.08%
$443,388
1,887 shares@ $234.97 avg price
BGRNIshares Tr
Recent Activity
Increased 7.47%
0.08%
$443,076
9,504 shares@ $46.62 avg price
CLColgate Palmolive Co
Recent Activity
Increased 1.51%
0.07%
$429,095
4,720 shares@ $90.91 avg price