9258 Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

9258 Wealth Management’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 Q3	$381K	Hold	4,459	–	–	0.06%	242
2024 Q2	$351K	Hold	4,459	–	–	0.05%	243
2024 Q1	$393K	Hold	4,459	–	–	0.06%	229
2023 Q4	$353K	Sell	4,459 -1,489	-25%	-$109K	0.06%	228
2023 Q3	$443K	Sell	5,948 -61	-1%	-$4.84K	0.09%	188
2023 Q2	$485K	Sell	6,009 -554	-8%	-$43.7K	0.09%	188
2023 Q1	$505K	Sell	6,563 -490	-7%	-$37.8K	0.1%	175
2022 Q4	$526K	Sell	7,053 -3,798	-35%	-$286K	0.11%	167
2022 Q3	$724K	Sell	10,851 -656	-6%	-$49.5K	0.19%	116
2022 Q2	$804K	Sell	11,507 -40	-0.3%	-$2.9K	0.21%	113
2022 Q1	$953K	Buy	11,547 +1,287	+13%	+$96.8K	0.22%	111
2021 Q4	$739K	Buy	+10,260	New	+$749K	0.17%	137

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

9258 Wealth Management's CP Position: Q3 2024 in Review

9258 Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q3 2024 at 4,459 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #242.

9258 Wealth Management first reported a position in CP in Q4 2021 and has held it in 12 quarters since. The position peaked at $953K in Q1 2022. 978 funds tracked by Wall St. Rank hold CP as of Q3 2024.

9258 Wealth Management held 4,459 shares of Canadian Pacific Kansas City worth $381K as of Q3 2024.
9258 Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q3 2024.
Canadian Pacific Kansas City made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #242 holding.
9258 Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 12 quarters since.
9258 Wealth Management's Canadian Pacific Kansas City position peaked at $953K in Q1 2022.
978 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.