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

Aaron 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
2022
Q2 		– Sell
-4,354
Closed -$359K – 328
2022
Q1 		$359K Sell
4,354
-118
-3% -$8.88K 0.08% 139
2021
Q4 		$321K Buy
+4,472
New +$327K 0.09% 137

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aaron Wealth Advisors's CP Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q2 2022, closing a stake of 4,354 shares — an estimated $359K sold.

Aaron Wealth Advisors first reported a position in CP in Q4 2021 and held it in 2 quarters. The position peaked at $359K in Q1 2022. 843 funds tracked by Wall St. Rank hold CP as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 4,354 Canadian Pacific Kansas City shares in Q2 2022, an estimated $359K.
  • Aaron Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 2 quarters.
  • Aaron Wealth Advisors's Canadian Pacific Kansas City position peaked at $359K in Q1 2022.
  • 843 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.