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Castle Financial & Retirement Planning Associates’s Restaurant Brands International QSR Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$2K Buy
+38
New +$2.24K 0.01% 169

Other funds holding QSR

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PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's QSR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Restaurant Brands International (QSR) in Q4 2021: 38 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings.

388 funds tracked by Wall St. Rank hold QSR as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 38 shares of Restaurant Brands International worth $2K as of Q4 2021.
  • Restaurant Brands International was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Restaurant Brands International made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #169 holding.
  • 388 funds tracked by Wall St. Rank held Restaurant Brands International as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.