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Avantax Advisory Services’s Canadian Pacific Kansas City CP Stock Holding History

Avantax Advisory Services’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
Q2 		$1.76M Sell
22,151
-475
-2% -$36.5K 0.01% 867
2025
Q1 		$1.59M Sell
22,626
-2,289
-9% -$174K 0.01% 867
2024
Q4 		$1.8M Sell
24,915
-9,754
-28% -$752K 0.01% 757
2024
Q3 		$2.97M Buy
34,669
+620
+2% +$51K 0.02% 549
2024
Q2 		$2.68M Buy
34,049
+28,188
+481% +$2.29M 0.02% 562
2024
Q1 		$517K Sell
5,861
-452
-7% -$37.9K ﹤0.01% 1017
2023
Q4 		$499K Sell
6,313
-27
-0.4% -$1.98K 0.01% 985
2023
Q3 		$472K Sell
6,340
-272
-4% -$21.6K 0.01% 969
2023
Q2 		$534K Sell
6,612
-849
-11% -$67K 0.01% 920
2023
Q1 		$574K Sell
7,461
-1,628
-18% -$126K 0.01% 855
2022
Q4 		$678K Buy
9,089
+4
+0% +$301 0.01% 750
2022
Q3 		$606K Buy
9,085
+411
+5% +$31K 0.01% 700
2022
Q2 		$606K Buy
+8,674
New +$628K 0.01% 700
2022
Q1 		– Sell
-7,181
Closed -$517K – 1295
2021
Q4 		$517K Buy
+7,181
New +$525K 0.01% 750
2021
Q3 		– Sell
-3,537
Closed -$272K – 1190
2021
Q2 		$272K Buy
+3,537
New +$274K ﹤0.01% 948
2021
Q1 		– Sell
-3,395
Closed -$236K – 1041
2020
Q4 		$236K Sell
3,395
-1,795
-35% -$117K 0.01% 824
2020
Q3 		$315K Buy
+5,190
New +$296K 0.01% 999

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Avantax Advisory Services's CP Position: Q2 2025 in Review

Avantax Advisory Services reduced its Canadian Pacific Kansas City (CP) stake by 2.1% in Q2 2025, selling an estimated $36.5K and leaving 22,151 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #867.

Avantax Advisory Services first reported a position in CP in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.97M in Q3 2024. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

  • Avantax Advisory Services held 22,151 shares of Canadian Pacific Kansas City worth $1.76M as of Q2 2025.
  • Avantax Advisory Services sold 475 Canadian Pacific Kansas City shares in Q2 2025, an estimated $36.5K.
  • Canadian Pacific Kansas City made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #867 holding.
  • Avantax Advisory Services first reported a position in Canadian Pacific Kansas City in Q3 2020 and has held it in 17 quarters since.
  • Avantax Advisory Services's Canadian Pacific Kansas City position peaked at $2.97M in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.