Atlas Capital Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Atlas Capital 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
2022 Q1	–	Sell	-2,957	Closed	-$213K	–	922
2021 Q4	$213K	Buy	2,957 +2,857	+2,857%	+$209K	0.03%	347
2021 Q3	$6.51K	Sell	100 -78	-44%	-$5.56K	﹤0.01%	781
2021 Q2	$13.7K	Buy	+178	New	+$13.8K	﹤0.01%	695
2020 Q1	–	Sell	-2,875	Closed	-$147K	–	670
2019 Q4	$147K	Sell	2,875 -1,395	-33%	-$65.4K	0.04%	353
2019 Q3	$190K	Buy	+4,270	New	+$201K	0.06%	326

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Atlas Capital Advisors's CP Position: Q1 2022 in Review

Atlas Capital Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2022, closing a stake of 2,957 shares — an estimated $213K sold.

Atlas Capital Advisors first reported a position in CP in Q3 2019 and held it in 5 quarters. The position peaked at $213K in Q4 2021. 858 funds tracked by Wall St. Rank hold CP as of Q1 2022.

Atlas Capital Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2022 after selling out during the quarter.
Atlas Capital Advisors sold 2,957 Canadian Pacific Kansas City shares in Q1 2022, an estimated $213K.
Atlas Capital Advisors first reported a position in Canadian Pacific Kansas City in Q3 2019 and held it in 5 quarters.
Atlas Capital Advisors's Canadian Pacific Kansas City position peaked at $213K in Q4 2021.
858 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Atlas Capital Advisors's 13F filing for Q1 2022, filed 11 May 2022.