Wealthsimple US, Ltd. quarter change: USA Stocks, Unchanged
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).
- XYZ: Country of operation United States; Class CL A; Shares 2020-12-31 3,245; Shares 2021-03-31 3,245.
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 |
|---|---|---|---|---|---|---|---|---|
| XYZ SQUARE INC | United States | CL A | 3,245 | 3,245 | 0 | $706,000 | $737,000 | +$31,000 |
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