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

Accurate 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
2023 Q1	–	Sell	-2,308	Closed	-$176K	–	491
2022 Q4	$176K	Buy	+2,308	New	+$174K	0.06%	225
2022 Q3	–	Sell	-3,075	Closed	-$215K	–	190
2022 Q2	$215K	Buy	+3,075	New	+$223K	0.12%	142
2022 Q1	–	Sell	-4,000	Closed	-$288K	–	184
2021 Q4	$288K	Buy	+4,000	New	+$292K	0.24%	110

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Accurate Wealth Management's CP Position: Q1 2023 in Review

Accurate Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2023, closing a stake of 2,308 shares — an estimated $176K sold.

Accurate Wealth Management first reported a position in CP in Q4 2021 and held it in 3 quarters. The position peaked at $288K in Q4 2021. 838 funds tracked by Wall St. Rank hold CP as of Q1 2023.

Accurate Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 2,308 Canadian Pacific Kansas City shares in Q1 2023, an estimated $176K.
Accurate Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 3 quarters.
Accurate Wealth Management's Canadian Pacific Kansas City position peaked at $288K in Q4 2021.
838 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.