Lorne Steinberg Wealth Management 13F annual report

$311 billion Assets Under Management (AUM) As of 11th July 2024, Lorne Steinberg Wealth Management’s top holding is 28,272 shares of Microsoft currently worth over $12.6 billion and …

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Lorne Steinberg Wealth Management 13F Annual Report

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$311 billion Assets Under Management (AUM) As of 11th July 2024, Lorne Steinberg Wealth Management’s top holding is 28,272 shares of Microsoft currently worth over $12.6 billion and …

wallmine.com

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Lorne Steinberg Wealth Management 13F Annual Report

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Lorne Steinberg Wealth Management 13F annual report Lorne Steinberg Wealth Management is an investment fund managing more than $298 billion ran by Geoffrey Smith. There are …

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LORNE STEINBERG WEALTH MANAGEMENT INC. Top 13F …

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Lorne Steinberg Wealth Management is a large advisory firm with 924 clients and discretionary assets under management (AUM) of $592,705,945 (Form ADV from 2024-08-24). Their last …

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Lorne Steinberg Wealth Management Inc. Q3 2024 13F Top …

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Lorne Steinberg Wealth Management Inc. reported 69 holdings with total value $346 M as of Q3 2024. Top holdings included RY.TO, MSFT, META, BRK-B, and GOOGL. Lorne Steinberg …

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$319 Million Lorne Steinberg Wealth Management Inc. Q1 2024 …

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Lorne Steinberg Wealth Management Inc. reported 68 holdings with total value $319 M as of Q1 2024. Top holdings included MSFT, RY, META, BRKB, GOOGL, CM ... Lorne Steinberg …

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Lorne Steinberg Wealth Management Inc. - Hedge Fund 13F …

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Its top stocks are MSFT, RY, META as per latest 13F stock holdings. Lorne Steinberg Wealth Management Inc. is a hedge fund with $320.3 Millions invested in stocks. Its top stocks are …

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Lorne Steinberg Wealth Management Inc. Portfolio Filings

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Lorne Steinberg Wealth Management Inc. 13F Portfolio Filings Latest portfolio report Q1 2024 - May 3, 2024. Value $ $319M Signature - Title Geoffrey Smith - Chief Compliance Officer …

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Hudson Capital Management 13F Annual Report (2024) | Wallmine

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Hudson Capital Management 13F annual report ... As of 9th July 2024, Hudson Capital Management’s top holding is 301,016 shares of Pimco Etf Tr currently worth over $27.4 billion …

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FAQs about Lorne Steinberg Wealth Management 13F annual report Coupon?

What is Lorne Steinberg wealth management's top holding?

As of 11th July 2024, Lorne Steinberg Wealth Management’s top holding is 28,272 shares of Microsoft currently worth over $12.6 billion and making up 4.1% of the portfolio value. Relative to the number of outstanding shares of Microsoft, Lorne Steinberg Wealth Management owns more than approximately 0.1% of the company. ...

Where is Lorne Steinberg wealth management located?

The Lorne Steinberg Wealth Management office and employees reside in Montreal, Quebec, Canada (federal Level). According to the last 13-F report filed with the SEC, Geoffrey Smith serves as the Chief Compliance Officer at Lorne Steinberg Wealth Management. ...

What happened to Lorne Steinberg wealth management?

Lorne Steinberg Wealth Management closed its position in The Allstate on 18th July 2024. It sold the previously owned 52,655 shares for $7.37 billion. Geoffrey Smith also disclosed a decreased stake in Microsoft by approximately 0.1%. This leaves the value of the investment at $12.6 billion and 28,272 shares. ...

How diversified is Lorne Steinberg wealth management?

Lorne Steinberg Wealth Management’s portfolio is diversified across 11 sectors. Currently, their heaviest sector is Finance — making up 20.2% of the total portfolio value. The fund focuses on investments in the United States as 38.2% of the portfolio companies are based in the United States. ...

Does Lorne Steinberg own Microsoft?

Relative to the number of outstanding shares of Microsoft, Lorne Steinberg Wealth Management owns more than approximately 0.1% of the company. In addition, the fund holds 61,438 shares of Alphabet Inc worth $11.2 billion, whose value grew 26.2% in the past six months. ...

Which investment funds are similar to Lorne Steinberg wealth management?

The two most similar investment funds to Lorne Steinberg Wealth Management are Key Bridge Compliance and Opal Wealth Advisors. They manage $311 billion and $311 billion respectively. Assets Under Management Buckley Wealth Man… ...