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Atlanta Consulting Group Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Atlanta Consulting Group 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
2024
Q4 		– Sell
-2,779
Closed -$238K – 148
2024
Q3 		$238K Sell
2,779
-464
-14% -$38.1K 0.06% 206
2024
Q2 		$255K Sell
3,243
-1,781
-35% -$145K 0.06% 100
2024
Q1 		$443K Buy
+5,024
New +$422K 0.15% 79

Other funds holding CP

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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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Atlanta Consulting Group Advisors's CP Position: Q4 2024 in Review

Atlanta Consulting Group Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,779 shares — an estimated $238K sold.

Atlanta Consulting Group Advisors first reported a position in CP in Q1 2024 and held it in 3 quarters. The position peaked at $443K in Q1 2024. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

  • Atlanta Consulting Group Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 2,779 Canadian Pacific Kansas City shares in Q4 2024, an estimated $238K.
  • Atlanta Consulting Group Advisors first reported a position in Canadian Pacific Kansas City in Q1 2024 and held it in 3 quarters.
  • Atlanta Consulting Group Advisors's Canadian Pacific Kansas City position peaked at $443K in Q1 2024.
  • 997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Atlanta Consulting Group Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.