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 London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Annapolis Financial Services's CP Position: Q1 2024 in Review

Annapolis Financial Services sold out of Canadian Pacific Kansas City (CP) in Q1 2024, closing a stake of 539 shares — an estimated $42.6K sold.

Annapolis Financial Services first reported a position in CP in Q4 2020 and held it in 12 quarters. The position peaked at $68K in Q1 2022. 968 funds tracked by Wall St. Rank hold CP as of Q1 2024.

Annapolis Financial Services reported no remaining Canadian Pacific Kansas City position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 539 Canadian Pacific Kansas City shares in Q1 2024, an estimated $42.6K.
Annapolis Financial Services first reported a position in Canadian Pacific Kansas City in Q4 2020 and held it in 12 quarters.
Annapolis Financial Services's Canadian Pacific Kansas City position peaked at $68K in Q1 2022.
968 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.