WR Wealth Planners’s Canadian Natural Resources CNQ Stock Holding History

WR Wealth Planners’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
2024 Q4	$12.3K	Hold	400	–	–	﹤0.01%	562
2024 Q3	$13.3K	Hold	400	–	–	﹤0.01%	584
2024 Q2	$14.2K	Hold	400	–	–	﹤0.01%	513
2024 Q1	$15.3K	Buy	+400	New	+$13.4K	﹤0.01%	509
2023 Q4	–	Sell	-400	Closed	-$12.9K	–	307
2023 Q3	$12.9K	Hold	400	–	–	﹤0.01%	499
2023 Q2	$11.3K	Hold	400	–	–	﹤0.01%	527
2023 Q1	$11.1K	Buy	+400	New	+$11.3K	﹤0.01%	525

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

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

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

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

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

WR Wealth Planners's CNQ Position: Q4 2024 in Review

WR Wealth Planners held its Canadian Natural Resources (CNQ) position steady in Q4 2024 at 400 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

WR Wealth Planners first reported a position in CNQ in Q1 2023 and has held it in 7 quarters since. The position peaked at $15.3K in Q1 2024. 627 funds tracked by Wall St. Rank hold CNQ as of Q4 2024.

WR Wealth Planners held 400 shares of Canadian Natural Resources worth $12.3K as of Q4 2024.
WR Wealth Planners left its Canadian Natural Resources share count unchanged in Q4 2024.
Canadian Natural Resources made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #562 holding.
WR Wealth Planners first reported a position in Canadian Natural Resources in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Canadian Natural Resources position peaked at $15.3K in Q1 2024.
627 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.