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

Atlas Private Wealth Management’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 Q2	–	Sell	-375	Closed	-$28K	–	164
2021 Q1	$28K	Hold	375	–	–	0.02%	236
2020 Q4	$26K	Hold	375	–	–	0.02%	243
2020 Q3	$23K	Hold	375	–	–	0.02%	238
2020 Q2	$19K	Hold	375	–	–	0.02%	271
2020 Q1	$16K	Hold	375	–	–	0.01%	268
2019 Q4	$19K	Buy	+375	New	+$17.6K	0.01%	292

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

ECU

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 Management's CP Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q2 2021, closing a stake of 375 shares — an estimated $28K sold.

Atlas Private Wealth Management first reported a position in CP in Q4 2019 and held it in 6 quarters. The position peaked at $28K in Q1 2021. 557 funds tracked by Wall St. Rank hold CP as of Q2 2021.

Atlas Private Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 375 Canadian Pacific Kansas City shares in Q2 2021, an estimated $28K.
Atlas Private Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Canadian Pacific Kansas City position peaked at $28K in Q1 2021.
557 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.