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ACG Wealth’s Canadian Pacific Kansas City CP Stock Holding History

ACG Wealth’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
Q3 		– Sell
-27
Closed -$2K – 378
2022
Q2 		$2K Buy
+27
New +$1.96K ﹤0.01% 811

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 $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

ACG Wealth's CP Position: Q3 2022 in Review

ACG Wealth sold out of Canadian Pacific Kansas City (CP) in Q3 2022, closing a stake of 27 shares — an estimated $2K sold.

ACG Wealth first reported a position in CP in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 824 funds tracked by Wall St. Rank hold CP as of Q3 2022.

  • ACG Wealth reported no remaining Canadian Pacific Kansas City position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 27 Canadian Pacific Kansas City shares in Q3 2022, an estimated $2K.
  • ACG Wealth first reported a position in Canadian Pacific Kansas City in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Canadian Pacific Kansas City position peaked at $2K in Q2 2022.
  • 824 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.