180 Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

180 Wealth Advisors’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,619	Closed	-$224K	–	440
2024 Q3	$224K	Sell	2,619 -48	-2%	-$3.95K	0.04%	383
2024 Q2	$222K	Hold	2,667	–	–	0.04%	380
2024 Q1	$235K	Buy	2,667 +96	+4%	+$8.06K	0.04%	341
2023 Q4	$203K	Sell	2,571 -174	-6%	-$12.7K	0.04%	353
2023 Q3	$204K	Buy	2,745 +273	+11%	+$21.7K	0.05%	332
2023 Q2	$202K	Buy	+2,472	New	+$195K	0.04%	333
2022 Q4	–	Sell	-3,271	Closed	-$218K	–	371
2022 Q3	$218K	Sell	3,271 -234	-7%	-$17.7K	0.06%	304
2022 Q2	$251K	Sell	3,505 -174	-5%	-$12.6K	0.06%	300
2022 Q1	$286K	Sell	3,679 -1,608	-30%	-$121K	0.06%	288
2021 Q4	$395K	Sell	5,287 -786	-13%	-$57.4K	0.09%	218
2021 Q3	$442K	Buy	6,073 +106	+2%	+$7.55K	0.1%	208
2021 Q2	$431K	Sell	5,967 -18,308	-75%	-$1.42M	0.1%	205
2021 Q1	$393K	Buy	+24,275	New	+$1.75M	0.1%	200

Other funds holding CP

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

180 Wealth Advisors's CP Position: Q4 2024 in Review

180 Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,619 shares — an estimated $224K sold.

180 Wealth Advisors first reported a position in CP in Q1 2021 and held it in 13 quarters. The position peaked at $442K in Q3 2021. 999 funds tracked by Wall St. Rank hold CP as of Q4 2024.

180 Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
180 Wealth Advisors sold 2,619 Canadian Pacific Kansas City shares in Q4 2024, an estimated $224K.
180 Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q1 2021 and held it in 13 quarters.
180 Wealth Advisors's Canadian Pacific Kansas City position peaked at $442K in Q3 2021.
999 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on 180 Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.