LWAM
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Legacy Wealth Asset Management’s Canadian Natural Resources CNQ Stock Holding History

Legacy Wealth Asset 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
2026
Q2 		$660K Sell
16,707
-190
-1% -$8.64K 0.14% 218
2026
Q1 		$823K Buy
16,897
+87
+0.5% +$3.58K 0.2% 154
2025
Q4 		$569K Buy
16,810
+11
+0.1% +$357 0.14% 234
2025
Q3 		$537K Buy
16,799
+148
+0.9% +$4.63K 0.13% 241
2025
Q2 		$523K Buy
16,651
+115
+0.7% +$3.48K 0.13% 239
2025
Q1 		$509K Buy
16,536
+3,854
+30% +$117K 0.14% 239
2024
Q4 		$391K Sell
12,682
-3,999
-24% -$135K 0.11% 274
2024
Q3 		$554K Buy
16,681
+209
+1% +$7.27K 0.15% 223
2024
Q2 		$586K Buy
16,472
+240
+1% +$9.03K 0.17% 196
2024
Q1 		$619K Buy
+16,232
New +$543K 0.17% 183

Other funds holding CNQ

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $225M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return