Wealthsimple US, Ltd. current holdings: USA Stocks
Wealthsimple US, Ltd. reported $0.00 billion in share positions in stocks (listed in the US), 5 positions, in its Form 13F for the quarter ended 2021-03-31; the largest are XYZ, AMZN, JNJ.
- XYZ: Country of operation United States; Class CL A; Shares 3,245; Value $737,000.
- AMZN: Country of operation United States; Class COM; Shares 132; Value $408,000.
- JNJ: Country of operation United States; Class COM; Shares 1,439; Value $236,000.
- ASML: Country of operation —; Class N Y REGISTRY SHS; Shares 356; Value $220,000.
Form 13F-HR as filed (SEC CIK 1811613): quarter ended 2021-03-31, filed 2021-05-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2021-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| XYZ SQUARE INC | United States | CL A | 3,245 | $737,000 | 32.34% | 2021-03-31 | 2021-05-12 | -67.39% |
| AMZN AMAZON COM INC | United States | COM | 132 | $408,000 | 17.90% | 2021-03-31 | 2021-05-12 | +59.45% |
| JNJ JOHNSON & JOHNSON | United States | COM | 1,439 | $236,000 | 10.36% | 2021-03-31 | 2021-05-12 | +62.80% |
| ASML ASML HOLDING N V | N Y REGISTRY SHS | 356 | $220,000 | 9.65% | 2021-03-31 | 2021-05-12 | +197.13% | |
| PG PROCTER AND GAMBLE CO | United States | COM | 1,539 | $208,000 | 9.13% | 2021-03-31 | 2021-05-12 | +9.52% |
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