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DORCHESTER WEALTH MANAGEMENT

Company profile

Employees
Location
Fiscal year end
SEC CIK
SEC advisor number
801-96255
FINRA CRD number
221519
AUM ?
$863.6M (as of 22 Mar 21)
Accounts
879 (as of 22 Mar 21)
Employees
11 (11 investment advisory or research)
Address
DORCHESTER WEALTH MANAGEMENT
1100 RENE LEVESQUE BLVD. WEST
SUITE 650
MONTREAL
A8 H3B 4N4
Phone
514-861-5841

Investment data

Data from SEC filings
Top 50 of 145 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$23.18M 163.84K 167.79K -2.4
$19.82M 200.52K 210.07K -4.5
$17.98M 181.36K 190.78K -4.9
$17.8M 270.8K 292.15K -7.3
$13.83M 226.22K 234.03K -3.3
$11.79M 101.29K 106.64K -5.0
$10.88M 528.32K 519.78K +1.6
$9.97M 61.71K 62.8K -1.7
$9.85M 271.19K 287.62K -5.7
$9.65M 114.38K 118.79K -3.7
$9.46M 111.46K 112.51K -0.9
$9.29M 234.69K 239.08K -1.8
$9.18M 213.52K 209.91K +1.7
$9.17M 189.14K 196.91K -3.9
$8.82M 461.35K 467.49K -1.3
$8.06M 148.16K 148.6K -0.3
$7.91M 170.5K 174.97K -2.6
$7.49M 156.64K 161.77K -3.2
$7.27M 52.18K 52.67K -0.9
$6.83M 78.4K 102.54K -23.5
$6.63M 259.78K 252.66K +2.8
$6.53M 841.41K 835.8K +0.7
$6.42M 473.63K 469.17K +1.0
$6.21M 37.94K 39.79K -4.6
$6.19M 65.28K 64.04K +1.9
$6.04M 25.99K NEW
$5.89M 2.21K 2.23K -0.9
$5.72M 102.35K 103.65K -1.3
$5.43M 39.05K 37.18K +5.0
$5.38M 129.96K 133.59K -2.7
$5.15M 110.94K 120.57K -8.0
$5.11M 234.24K 226.12K +3.6
$5.08M 112.06K 110.71K +1.2
$5.04M 33.49K 33.78K -0.9
$4.42M 441.2K 437.92K +0.7
$4.42M 18.32K 18.24K +0.4
$4.27M 10.93K 10.64K +2.7
$4.25M 78.28K 77.01K +1.6
$4.12M 139.74K 140.26K -0.4
$4.03M 18.37K 16.45K +11.7
$3.45M 76.21K 77.42K -1.6
$2.91M 8.57K 8.57K 0
$2.65M 49.08K 48.5K +1.2
$2.29M 43.04K 50.98K -15.6
$2.17M 41.5K 46K -9.8
$1.91M 51.65K 56.4K -8.4
$1.73M 6.15K 5.33K +15.3
$1.68M 15.17K 16.2K -6.3
$1.6M 31.21K 33.01K -5.5
$1.58M 45.21K 41.36K +9.3
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings