Atria Wealth Solutions’s Canadian Pacific Kansas City CP Stock Holding History

Atria Wealth Solutions’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	-3,072	Closed	-$222K	–	1904
2024 Q4	$222K	Sell	3,072 -62	-2%	-$4.78K	﹤0.01%	1759
2024 Q3	$268K	Buy	3,134 +62	+2%	+$5.1K	﹤0.01%	1586
2024 Q2	$242K	Sell	3,072 -5,803	-65%	-$472K	﹤0.01%	1641
2024 Q1	$783K	Buy	8,875 +3,017	+52%	+$253K	0.01%	1021
2023 Q4	$464K	Sell	5,858 -3,291	-36%	-$241K	0.01%	1256
2023 Q3	$682K	Sell	9,149 -1,766	-16%	-$140K	0.01%	993
2023 Q2	$882K	Buy	+10,915	New	+$862K	0.01%	891
2023 Q1	–	Sell	-3,130	Closed	-$233K	–	1876
2022 Q4	$233K	Sell	3,130 -2,326	-43%	-$175K	﹤0.01%	1516
2022 Q3	$364K	Sell	5,456 -3,295	-38%	-$249K	0.01%	1189
2022 Q2	$612K	Buy	8,751 +5,711	+188%	+$414K	0.01%	881
2022 Q1	$251K	Buy	+3,040	New	+$229K	﹤0.01%	1421

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Atria Wealth Solutions's CP Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Canadian Pacific Kansas City (CP) in Q1 2025, closing a stake of 3,072 shares — an estimated $222K sold.

Atria Wealth Solutions first reported a position in CP in Q1 2022 and held it in 11 quarters. The position peaked at $882K in Q2 2023. 972 funds tracked by Wall St. Rank hold CP as of Q1 2025.

Atria Wealth Solutions reported no remaining Canadian Pacific Kansas City position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,072 Canadian Pacific Kansas City shares in Q1 2025, an estimated $222K.
Atria Wealth Solutions first reported a position in Canadian Pacific Kansas City in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Canadian Pacific Kansas City position peaked at $882K in Q2 2023.
972 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.