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

Axxcess 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
2025 Q1	–	Sell	-3,357	Closed	-$243K	–	856
2024 Q4	$243K	Sell	3,357 -489	-13%	-$37.7K	0.01%	741
2024 Q3	$329K	Sell	3,846 -69	-2%	-$5.67K	0.01%	665
2024 Q2	$308K	Sell	3,915 -4,693	-55%	-$382K	0.01%	641
2024 Q1	$759K	Buy	8,608 +511	+6%	+$42.9K	0.02%	438
2023 Q4	$640K	Sell	8,097 -2	-0%	-$146	0.02%	455
2023 Q3	$603K	Buy	8,099 +5,173	+177%	+$410K	0.02%	423
2023 Q2	$236K	Sell	2,926 -5,446	-65%	-$430K	0.02%	516
2023 Q1	$644K	Sell	8,372 -32	-0.4%	-$2.47K	0.05%	320
2022 Q4	$627K	Buy	8,404 +5,071	+152%	+$381K	0.05%	315
2022 Q3	$222K	Buy	3,333 +286	+9%	+$21.6K	0.02%	477
2022 Q2	$213K	Buy	+3,047	New	+$221K	0.02%	485

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

Axxcess Wealth Management's CP Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2025, closing a stake of 3,357 shares — an estimated $243K sold.

Axxcess Wealth Management first reported a position in CP in Q2 2022 and held it in 11 quarters. The position peaked at $759K in Q1 2024. 972 funds tracked by Wall St. Rank hold CP as of Q1 2025.

Axxcess Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2025 after selling out during the quarter.
Axxcess Wealth Management sold 3,357 Canadian Pacific Kansas City shares in Q1 2025, an estimated $243K.
Axxcess Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2022 and held it in 11 quarters.
Axxcess Wealth Management's Canadian Pacific Kansas City position peaked at $759K in Q1 2024.
972 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.