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Asset Planning Inc’s Canadian Pacific Kansas City CP Stock Holding History

Asset Planning Inc’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
Q1 		– Sell
-100
Closed -$7.24K – 310
2024
Q4 		$7.24K Buy
+100
New +$7.71K 0.01% 259

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Asset Planning Inc's CP Position: Q1 2025 in Review

Asset Planning Inc sold out of Canadian Pacific Kansas City (CP) in Q1 2025, closing a stake of 100 shares — an estimated $7.24K sold.

Asset Planning Inc first reported a position in CP in Q4 2024 and held it in 1 quarter. The position peaked at $7.24K in Q4 2024. 972 funds tracked by Wall St. Rank hold CP as of Q1 2025.

  • Asset Planning Inc reported no remaining Canadian Pacific Kansas City position as of Q1 2025 after selling out during the quarter.
  • Asset Planning Inc sold 100 Canadian Pacific Kansas City shares in Q1 2025, an estimated $7.24K.
  • Asset Planning Inc first reported a position in Canadian Pacific Kansas City in Q4 2024 and held it in 1 quarter.
  • Asset Planning Inc's Canadian Pacific Kansas City position peaked at $7.24K in Q4 2024.
  • 972 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.