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Avidian Wealth Enterprises’s Canadian Pacific Kansas City CP Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-3,985
Closed -$287K – 505
2021
Q4 		$287K Buy
+3,985
New +$291K 0.02% 412

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Vanguard Group
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Fidelity International
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Avidian Wealth Enterprises's CP Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Canadian Pacific Kansas City (CP) in Q1 2022, closing a stake of 3,985 shares — an estimated $287K sold.

Avidian Wealth Enterprises first reported a position in CP in Q4 2021 and held it in 1 quarter. The position peaked at $287K in Q4 2021. 859 funds tracked by Wall St. Rank hold CP as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining Canadian Pacific Kansas City position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 3,985 Canadian Pacific Kansas City shares in Q1 2022, an estimated $287K.
  • Avidian Wealth Enterprises first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Canadian Pacific Kansas City position peaked at $287K in Q4 2021.
  • 859 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.