WR Wealth Planners’s LeddarTech LDTC Stock Holding History

WR Wealth Planners’s Portfolio LDTC Stock Details LDTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$450	Sell	300 -2,000	-87%	-$1.06K	﹤0.01%	996
2024 Q3	$679	Hold	2,300	–	–	﹤0.01%	1000
2024 Q2	$1.83K	Sell	2,300 -300	-12%	-$581	﹤0.01%	905
2024 Q1	$7.28K	Buy	+2,600	New	+$9.95K	﹤0.01%	655
2023 Q4	–	Sell	-5,200	Closed	-$27.9K	–	558
2023 Q3	$27.9K	Hold	5,200	–	–	0.01%	389
2023 Q2	$27.2K	Hold	5,200	–	–	0.01%	393
2023 Q1	$25.8K	Buy	+5,200	New	+$26K	0.01%	391

Other funds holding LDTC

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

WR Wealth Planners reduced its LeddarTech (LDTC) stake by 87% in Q4 2024, selling an estimated $1.06K and leaving 300 shares worth $450. The position accounts for ﹤0.01% of the portfolio, ranked #996.

WR Wealth Planners first reported a position in LDTC in Q1 2023 and has held it in 7 quarters since. The position peaked at $27.9K in Q3 2023. 17 funds tracked by Wall St. Rank hold LDTC as of Q4 2024.

WR Wealth Planners held 300 shares of LeddarTech worth $450 as of Q4 2024.
WR Wealth Planners sold 2,000 LeddarTech shares in Q4 2024, an estimated $1.06K.
LeddarTech made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #996 holding.
WR Wealth Planners first reported a position in LeddarTech in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's LeddarTech position peaked at $27.9K in Q3 2023.
17 funds tracked by Wall St. Rank held LeddarTech as of Q4 2024.

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