Annapolis Financial Services’s Canadian Pacific Kansas City CP Stock Holding History

Annapolis Financial 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
2024 Q1	–	Sell	-539	Closed	-$42.6K	–	381
2023 Q4	$42.6K	Sell	539 -14	-3%	-$1.02K	0.01%	211
2023 Q3	$41.1K	Hold	553	–	–	0.01%	201
2023 Q2	$44.7K	Buy	+553	New	+$43.7K	0.01%	186
2023 Q1	–	Sell	-539	Closed	-$40.2K	–	456
2022 Q4	$40.2K	Hold	539	–	–	0.01%	183
2022 Q3	$36K	Sell	539 -287	-35%	-$21.7K	0.01%	199
2022 Q2	$58K	Hold	826	–	–	0.02%	164
2022 Q1	$68K	Hold	826	–	–	0.02%	164
2021 Q4	$59K	Buy	826 +576	+230%	+$42.1K	0.02%	173
2021 Q3	$16K	Hold	250	–	–	0.01%	258
2021 Q2	$19K	Hold	250	–	–	0.01%	219
2021 Q1	$19K	Hold	250	–	–	0.01%	208
2020 Q4	$17K	Buy	+250	New	+$16.3K	0.01%	206

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

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

WCM Investment Management

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

Fidelity Investments

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

TD Asset Management

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

Bank of Montreal

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

Massachusetts Financial Services

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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