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

AllSquare 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
2025 Q3	$44.7K	Hold	600	–	–	0.02%	244
2025 Q2	$47.6K	Hold	600	–	–	0.03%	230
2025 Q1	$42.1K	Hold	600	–	–	0.03%	227
2024 Q4	$43.4K	Hold	600	–	–	0.03%	223
2024 Q3	$51.4K	Hold	600	–	–	0.03%	214
2024 Q2	$47.2K	Hold	600	–	–	0.03%	210
2024 Q1	$53K	Hold	600	–	–	0.03%	208
2023 Q4	$47.7K	Hold	600	–	–	0.03%	217
2023 Q3	$44.8K	Hold	600	–	–	0.03%	207
2023 Q2	$46.3K	Hold	600	–	–	0.03%	216
2023 Q1	$46.2K	Hold	600	–	–	0.03%	218
2022 Q4	$44.8K	Hold	600	–	–	0.03%	211
2022 Q3	$40K	Hold	600	–	–	0.03%	213
2022 Q2	$42K	Hold	600	–	–	0.03%	215
2022 Q1	$50K	Hold	600	–	–	0.03%	226
2021 Q4	$43K	Hold	600	–	–	0.03%	236
2021 Q3	$39K	Buy	600 +100	+20%	+$7.13K	0.02%	249
2021 Q2	$38K	Hold	500	–	–	0.02%	265
2021 Q1	$38K	Hold	500	–	–	0.02%	255
2020 Q4	$35K	Hold	500	–	–	0.02%	231
2020 Q3	$30K	Hold	500	–	–	0.02%	240
2020 Q2	$26K	Hold	500	–	–	0.02%	241
2020 Q1	$22K	Hold	500	–	–	0.02%	242
2019 Q4	$25K	Hold	500	–	–	0.02%	243
2019 Q3	$22K	Hold	500	–	–	0.02%	249
2019 Q2	$24K	Hold	500	–	–	0.02%	249
2019 Q1	$21K	Hold	500	–	–	0.02%	256
2018 Q4	$18K	Hold	500	–	–	0.01%	252
2018 Q3	$21K	Hold	500	–	–	0.02%	267
2018 Q2	$18K	Hold	500	–	–	0.01%	284
2018 Q1	$18K	Hold	500	–	–	0.01%	237
2017 Q4	$18K	Hold	500	–	–	0.01%	242
2017 Q3	$17K	Hold	500	–	–	0.01%	239
2017 Q2	$16K	Hold	500	–	–	0.02%	120
2017 Q1	$15K	Buy	+500	New	+$14.8K	0.01%	233

Other funds holding CP

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

AllSquare Wealth Management's CP Position: Q3 2025 in Review

AllSquare Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q3 2025 at 600 shares worth $44.7K. The position accounts for 0.02% of the portfolio, ranked #244.

AllSquare Wealth Management first reported a position in CP in Q1 2017 and has held it in 35 quarters since. The position peaked at $53K in Q1 2024. 949 funds tracked by Wall St. Rank hold CP as of Q3 2025.

AllSquare Wealth Management held 600 shares of Canadian Pacific Kansas City worth $44.7K as of Q3 2025.
AllSquare Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q3 2025.
Canadian Pacific Kansas City made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #244 holding.
AllSquare Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2017 and has held it in 35 quarters since.
AllSquare Wealth Management's Canadian Pacific Kansas City position peaked at $53K in Q1 2024.
949 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.