Delisting and Renaming a stock

davestirling1's Avatar

davestirling1

09 Dec, 2021 01:19 PM

Alimentation Couche-Tard here in Canada making all it's shares into one single class. They use to have ATD.A and ATD.B on the TSX. I owned shares of ATD.B but they are combining and changing the symbol to just ATD.

What is the best way to handle this transaction or change in MoneyDance?

  1. Support Staff 1 Posted by Maddy on 09 Dec, 2021 02:33 PM

    Maddy's Avatar

    Hi Dave,
    Thank you for contacting Moneydance support.

    In order to rename your security, navigate to the security via Tools –>Securities and double click on it. Select Edit, in the pop up window,.
    Finally, simply amend the security as required. Please note: the security name will change throughout Moneydance.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by davestirling1 on 09 Dec, 2021 02:36 PM

    davestirling1's Avatar

    Hi Maddy

    Thank you for replying. Will I loose the financial history data for ATD.B when I rename it ATD ?

  3. 3 Posted by dwg on 09 Dec, 2021 07:17 PM

    dwg's Avatar

    I'm a fellow user.

    As you owned just ATD.B shares then it is easy, rename as Maddy has suggested. It is just changing the name it has no impact on price history.

  4. 4 Posted by davestirling1 on 09 Dec, 2021 09:22 PM

    davestirling1's Avatar

    Worked perfectly. Thanks dwg and Maddy...appreciate your help.

  5. Support Staff 5 Posted by Maddy on 10 Dec, 2021 01:48 PM

    Maddy's Avatar

    You are welcome, Dave!

    I'm very pleased to hear that with dwg's and my suggestion you were able to achieve your objective : )

    I'd close this discussion for now, but do not hesitate to contact us again, if you need further assistance.
    ~ ~ ~ ~ ~ ~ ~ ~

    We wish you a lovely festive period!

    --
    Maddy, Infinite Kind Support

  6. Maddy closed this discussion on 10 Dec, 2021 01:48 PM.

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