Ameritas Advisory Services’s Canadian Pacific Kansas City CP Stock Holding History

Ameritas Advisory Services’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	-634	Closed	-$47.2K	–	1157
2025 Q3	$47.2K	Sell	634 -1,710	-73%	-$131K	﹤0.01%	1112
2025 Q2	$186K	Buy	+2,344	New	+$180K	0.01%	760
2024 Q1	–	Sell	-2,934	Closed	-$240K	–	881
2023 Q4	$240K	Buy	+2,934	New	+$215K	0.01%	623
2023 Q2	–	Sell	-947	Closed	-$72.8K	–	930
2023 Q1	$72.8K	Sell	947 -1,988	-68%	-$153K	﹤0.01%	1117
2022 Q4	$219K	Buy	+2,935	New	+$221K	0.01%	796

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameritas Advisory Services's CP Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Canadian Pacific Kansas City (CP) in Q4 2025, closing a stake of 634 shares — an estimated $47.2K sold.

Ameritas Advisory Services first reported a position in CP in Q4 2022 and held it in 5 quarters. The position peaked at $240K in Q4 2023. 961 funds tracked by Wall St. Rank hold CP as of Q4 2025.

Ameritas Advisory Services reported no remaining Canadian Pacific Kansas City position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 634 Canadian Pacific Kansas City shares in Q4 2025, an estimated $47.2K.
Ameritas Advisory Services first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 5 quarters.
Ameritas Advisory Services's Canadian Pacific Kansas City position peaked at $240K in Q4 2023.
961 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.