Cardinal Point Capital Management, ULC »

Pimco shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in Pimco

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All positions including Pimco held by Cardinal Point Capital Management, ULC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 821k 26.65
2024-06-30 $2.1M 81k 25.64

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Gold Tr Ishares New (IAU)
Pimco Etf Tr Multisector Bd (PYLD)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Liberty Energy Com Cl A (LBRT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Apple (AAPL)

View all positions for Cardinal Point Capital Management, ULC

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
AE Wealth Management
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC

View all funds holding Pimco