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Advisor OS’s Canadian Pacific Kansas City CP Stock Holding History

Advisor OS’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
2025
Q4 		– Sell
-5,045
Closed -$376K – 503
2025
Q3 		$376K Buy
+5,045
New +$385K 0.03% 322
2025
Q1 		– Sell
-3,584
Closed -$259K – 435
2024
Q4 		$259K Sell
3,584
-2,521
-41% -$194K 0.03% 350
2024
Q3 		$522K Sell
6,105
-736
-11% -$60.5K 0.05% 247
2024
Q2 		$539K Sell
6,841
-1,668
-20% -$136K 0.06% 241
2024
Q1 		$750K Buy
8,509
+342
+4% +$28.7K 0.09% 191
2023
Q4 		$646K Buy
8,167
+310
+4% +$22.7K 0.08% 179
2023
Q3 		$585K Buy
7,857
+1,261
+19% +$100K 0.09% 180
2023
Q2 		$533K Buy
6,596
+477
+8% +$37.7K 0.09% 196
2023
Q1 		$471K Sell
6,119
-37
-0.6% -$2.86K 0.11% 169
2022
Q4 		$459K Buy
6,156
+645
+12% +$48.5K 0.12% 153
2022
Q3 		$368K Sell
5,511
-17
-0.3% -$1.28K 0.11% 154
2022
Q2 		$386K Sell
5,528
-402
-7% -$29.1K 0.11% 161
2022
Q1 		$489K Sell
5,930
-11,783
-67% -$886K 0.14% 147
2021
Q4 		$1.27M Buy
17,713
+3,831
+28% +$280K 0.26% 89
2021
Q3 		$903K Buy
13,882
+16
+0.1% +$1.14K 0.2% 98
2021
Q2 		$1.07M Buy
13,866
+2,506
+22% +$194K 0.22% 87
2021
Q1 		$861K Buy
11,360
+2,075
+22% +$149K 0.2% 91
2020
Q4 		$644K Buy
9,285
+1,165
+14% +$75.8K 0.17% 75
2020
Q3 		$494K Buy
8,120
+3,990
+97% +$228K 0.21% 54
2020
Q2 		$211K Buy
+4,130
New +$196K 0.13% 126

Other funds holding CP

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TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return