Independent Solutions Wealth Management’s Canadian Natural Resources CNQ Stock Holding History

Independent Solutions Wealth Management’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
2023 Q4	–	Sell	-13,116	Closed	-$424K	–	175
2023 Q3	$424K	Sell	13,116 -1,058	-7%	-$32.4K	0.11%	138
2023 Q2	$399K	Sell	14,174 -2,666	-16%	-$76.1K	0.1%	145
2023 Q1	$466K	Sell	16,840 -500	-3%	-$14.2K	0.14%	124
2022 Q4	$481K	Sell	17,340 -1,442	-8%	-$41.2K	0.15%	125
2022 Q3	$437K	Sell	18,782 -913	-5%	-$23.6K	0.14%	126
2022 Q2	$518K	Buy	19,695 +7,410	+60%	+$225K	0.16%	115
2022 Q1	$373K	Sell	12,285 -255	-2%	-$6.8K	0.09%	155
2021 Q4	$259K	Buy	+12,540	New	+$254K	0.06%	196

Other funds holding CNQ

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

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

Independent Solutions Wealth Management's CNQ Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of Canadian Natural Resources (CNQ) in Q4 2023, closing a stake of 13,116 shares — an estimated $424K sold.

Independent Solutions Wealth Management first reported a position in CNQ in Q4 2021 and held it in 8 quarters. The position peaked at $518K in Q2 2022. 563 funds tracked by Wall St. Rank hold CNQ as of Q4 2023.

Independent Solutions Wealth Management reported no remaining Canadian Natural Resources position as of Q4 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 13,116 Canadian Natural Resources shares in Q4 2023, an estimated $424K.
Independent Solutions Wealth Management first reported a position in Canadian Natural Resources in Q4 2021 and held it in 8 quarters.
Independent Solutions Wealth Management's Canadian Natural Resources position peaked at $518K in Q2 2022.
563 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.