Wealthsimple US, Ltd. quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2020-12-31 to 2021-03-31, Wealthsimple US, Ltd. opened 0 positions, added to 1, reduced 1, sold out of 0 and left 0 unchanged. The largest increase in value was TSM (+$11,000); the largest decrease was NVS (-$11,000).
- NVS: Country of operation —; Class SPONSORED ADR; Shares 2020-12-31 2,483; Shares 2021-03-31 2,606.
Two Form 13F-HR filings compared (SEC CIK 1811613): 2020-12-31 (filed 2021-02-09) and 2021-03-31 (filed 2021-05-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2020-12-31 | Shares 2021-03-31 | Share change | Value 2020-12-31 | Value 2021-03-31 | Value change |
|---|---|---|---|---|---|---|---|---|
| NVS NOVARTIS AG | SPONSORED ADR | 2,483 | 2,606 | +123 | $234,000 | $223,000 | -$11,000 |
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