Guardian Capital Advisors LP Portfolio Holdings

Guardian Capital Advisors LP

  • $878 Million
  • Q2 2024

Guardian Capital Advisors LP has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $878 Million distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Royal Bank Of Canada with a value of $53.8M, Toronto Dominion Bank with a value of $39.7M, Bank Of Montreal with a value of $30.6M, Microsoft Corp with a value of $29.1M, and Bank Of Nova Scotia with a value of $29.1M.

Examining the 13F form we can see an decrease of $44.7M in the current position value, from $923M to 878M.

Guardian Capital Advisors LP is based out at Toronto, A6

Below you can find more details about Guardian Capital Advisors LP portfolio as well as his latest detailed transactions.

Portfolio value $878 Million
Financial Services: $260 Million
Energy: $111 Million
Technology: $105 Million
Healthcare: $76.4 Million
ETFs: $59 Million
Communication Services: $53.8 Million
Industrials: $53.3 Million
Consumer Defensive: $46.3 Million
Other: $114 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$162,000 0.02% of portfolio
16,350
Q2 2023 Added 14.74%
$30.1M
$10,000 0.0% of portfolio
25,000
Q1 2024 Added 150.0%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $878 Million
  • Prior Value $923 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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