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

Atlas Private 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
2021 Q4	–	Sell	-75	Closed	-$5K	–	266
2021 Q3	$5K	Hold	75	–	–	﹤0.01%	559
2021 Q2	$6K	Hold	75	–	–	﹤0.01%	542
2021 Q1	$6K	Hold	75	–	–	﹤0.01%	572
2020 Q4	$5K	Hold	75	–	–	﹤0.01%	515
2020 Q3	$5K	Hold	75	–	–	﹤0.01%	467
2020 Q2	$4K	Buy	+75	New	+$3.56K	﹤0.01%	521

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

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

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

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

ECU

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Atlas Private Wealth Advisors's CP Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2021, closing a stake of 75 shares — an estimated $5K sold.

Atlas Private Wealth Advisors first reported a position in CP in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q2 2021. 913 funds tracked by Wall St. Rank hold CP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 75 Canadian Pacific Kansas City shares in Q4 2021, an estimated $5K.
Atlas Private Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Canadian Pacific Kansas City position peaked at $6K in Q2 2021.
913 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.