Avantax Planning Partners’s Canadian Pacific Kansas City CP Stock Holding History

Avantax Planning Partners’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 Q2	–	Sell	-2,610	Closed	-$215K	–	348
2022 Q1	$215K	Buy	+2,610	New	+$196K	0.01%	334
2021 Q4	–	Sell	-3,206	Closed	-$209K	–	358
2021 Q3	$209K	Buy	+3,206	New	+$228K	0.01%	312
2021 Q2	–	Sell	-6,820	Closed	-$517K	–	333
2021 Q1	$517K	Hold	6,820	–	–	0.03%	183
2020 Q4	$473K	Hold	6,820	–	–	0.02%	183
2020 Q3	$415K	Hold	6,820	–	–	0.02%	197
2020 Q2	$348K	Hold	6,820	–	–	0.02%	203
2020 Q1	$300K	Hold	6,820	–	–	0.02%	202
2019 Q4	$348K	Sell	6,820 -80	-1%	-$3.75K	0.02%	216
2019 Q3	$307K	Sell	6,900 -145	-2%	-$6.82K	0.02%	226
2019 Q2	$336K	Sell	7,045 -635	-8%	-$28.4K	0.02%	220
2019 Q1	$316K	Buy	7,680 +225	+3%	+$9.02K	0.02%	222
2018 Q4	$265K	Sell	7,455 -590	-7%	-$23.6K	0.02%	214
2018 Q3	$341K	Hold	8,045	–	–	0.03%	181
2018 Q2	$295K	Sell	8,045 -1,440	-15%	-$53K	0.03%	186
2018 Q1	$334K	Buy	+9,485	New	+$342K	0.03%	212

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 25.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Avantax Planning Partners's CP Position: Q2 2022 in Review

Avantax Planning Partners sold out of Canadian Pacific Kansas City (CP) in Q2 2022, closing a stake of 2,610 shares — an estimated $215K sold.

Avantax Planning Partners first reported a position in CP in Q1 2018 and held it in 15 quarters. The position peaked at $517K in Q1 2021. 843 funds tracked by Wall St. Rank hold CP as of Q2 2022.

Avantax Planning Partners reported no remaining Canadian Pacific Kansas City position as of Q2 2022 after selling out during the quarter.
Avantax Planning Partners sold 2,610 Canadian Pacific Kansas City shares in Q2 2022, an estimated $215K.
Avantax Planning Partners first reported a position in Canadian Pacific Kansas City in Q1 2018 and held it in 15 quarters.
Avantax Planning Partners's Canadian Pacific Kansas City position peaked at $517K in Q1 2021.
843 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2022.

Based on Avantax Planning Partners's 13F filing for Q2 2022, filed 18 Jul 2022.