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

Angeles 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
2024 Q3	–	Sell	-3,150	Closed	-$248K	–	335
2024 Q2	$248K	Buy	3,150 +16	+0.5%	+$1.3K	0.02%	204
2024 Q1	$276K	Buy	3,134 +6	+0.2%	+$504	0.03%	183
2023 Q4	$247K	Sell	3,128 -69	-2%	-$5.05K	0.03%	173
2023 Q3	$238K	Buy	3,197 +35	+1%	+$2.78K	0.03%	148
2023 Q2	$255K	Buy	+3,162	New	+$250K	0.03%	156
2023 Q1	–	Sell	-3,162	Closed	-$236K	–	210
2022 Q4	$236K	Sell	3,162 -873	-22%	-$65.7K	0.04%	153
2022 Q3	$269K	Buy	4,035 +27	+0.7%	+$2.04K	0.05%	132
2022 Q2	$280K	Sell	4,008 -44	-1%	-$3.19K	0.06%	138
2022 Q1	$334K	Buy	+4,052	New	+$305K	0.06%	128

Other funds holding CP

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

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Angeles Wealth Management's CP Position: Q3 2024 in Review

Angeles Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q3 2024, closing a stake of 3,150 shares — an estimated $248K sold.

Angeles Wealth Management first reported a position in CP in Q1 2022 and held it in 9 quarters. The position peaked at $334K in Q1 2022. 978 funds tracked by Wall St. Rank hold CP as of Q3 2024.

Angeles Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q3 2024 after selling out during the quarter.
Angeles Wealth Management sold 3,150 Canadian Pacific Kansas City shares in Q3 2024, an estimated $248K.
Angeles Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2022 and held it in 9 quarters.
Angeles Wealth Management's Canadian Pacific Kansas City position peaked at $334K in Q1 2022.
978 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on Angeles Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.