Arete Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Arete Wealth Advisors’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
2023 Q2	–	Sell	-2,696	Closed	-$207K	–	690
2023 Q1	$207K	Sell	2,696 -44	-2%	-$3.4K	0.02%	573
2022 Q4	$204M	Buy	+2,740	New	+$206K	0.02%	552
2022 Q2	–	Sell	-3,263	Closed	-$269K	–	473
2022 Q1	$269K	Sell	3,263 -393	-11%	-$29.6K	0.02%	406
2021 Q4	$263K	Buy	+3,656	New	+$267K	0.02%	409
2017 Q2	–	Sell	-95,780	Closed	-$2.81M	–	235
2017 Q1	$2.81M	Buy	95,780 +180	+0.2%	+$5.34K	1.23%	26
2016 Q4	$2.73M	Buy	+95,600	New	+$2.82M	1.26%	22

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 $528B 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

Massachusetts Financial Services

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital World Investors

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return