Avantax Advisory Services’s Canadian Natural Resources CNQ Stock Holding History

Avantax Advisory Services’s Portfolio CNQ Stock Details CNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Buy	34,364 +3,641	+12%	+$110K	0.01%	1120
2025 Q1	$946K	Sell	30,723 -18,790	-38%	-$570K	0.01%	1122
2024 Q4	$1.53M	Sell	49,513 -14,961	-23%	-$504K	0.01%	850
2024 Q3	$2.14M	Buy	64,474 +4,133	+7%	+$144K	0.01%	673
2024 Q2	$2.15M	Buy	60,341 +47,891	+385%	+$1.8M	0.02%	639
2024 Q1	$475K	Buy	12,450 +4,782	+62%	+$160K	﹤0.01%	1062
2023 Q4	$251K	Sell	7,668 -638	-8%	-$20.7K	﹤0.01%	1335
2023 Q3	$269K	Buy	8,306 +260	+3%	+$7.95K	﹤0.01%	1259
2023 Q2	$226K	Buy	8,046 +486	+6%	+$13.9K	﹤0.01%	1340
2023 Q1	$209K	Buy	+7,560	New	+$214K	﹤0.01%	1352
2020 Q4	–	Sell	-53,190	Closed	-$417K	–	1009
2020 Q3	$417K	Buy	+53,190	New	+$479K	0.01%	876

Other funds holding CNQ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Avantax Advisory Services's CNQ Position: Q2 2025 in Review

Avantax Advisory Services increased its Canadian Natural Resources (CNQ) stake by 12% in Q2 2025, buying an estimated $110K and bringing the position to 34,364 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1120.

Avantax Advisory Services first reported a position in CNQ in Q3 2020 and has held it in 11 quarters since. The position peaked at $2.15M in Q2 2024. 620 funds tracked by Wall St. Rank hold CNQ as of Q2 2025.

Avantax Advisory Services held 34,364 shares of Canadian Natural Resources worth $1.08M as of Q2 2025.
Avantax Advisory Services bought 3,641 Canadian Natural Resources shares in Q2 2025, an estimated $110K.
Canadian Natural Resources made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1120 holding.
Avantax Advisory Services first reported a position in Canadian Natural Resources in Q3 2020 and has held it in 11 quarters since.
Avantax Advisory Services's Canadian Natural Resources position peaked at $2.15M in Q2 2024.
620 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.