Wealthsimple US, Ltd. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2020-12-31 to 2021-03-31, Wealthsimple US, Ltd. opened 1 positions, added to 0, reduced 3, sold out of 2 and left 1 unchanged. The largest increase in value was ASML (+$220,000); the largest decrease was ADBE (-$243,000).
- AMZN: Country of operation United States; Class COM; Shares 2020-12-31 155; Shares 2021-03-31 132.
- JNJ: Country of operation United States; Class COM; Shares 2020-12-31 1,743; Shares 2021-03-31 1,439.
- PG: Country of operation United States; Class COM; Shares 2020-12-31 1,686; Shares 2021-03-31 1,539.
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN AMAZON COM INC | United States | COM | 155 | 132 | -23 | $505,000 | $408,000 | -$97,000 |
| JNJ JOHNSON & JOHNSON | United States | COM | 1,743 | 1,439 | -304 | $274,000 | $236,000 | -$38,000 |
| PG PROCTER AND GAMBLE CO | United States | COM | 1,686 | 1,539 | -147 | $235,000 | $208,000 | -$27,000 |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||