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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
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return