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Baldwin Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-2,249
Closed -$193K – 393
2024
Q3 		$193K Buy
2,249
+1,172
+109% +$96.4K 0.01% 333
2024
Q2 		$84.8K Sell
1,077
-1,059
-50% -$86.2K 0.01% 282
2024
Q1 		$188K Buy
2,136
+1,015
+91% +$85.2K 0.01% 213
2023
Q4 		$88.6K Sell
1,121
-2,092
-65% -$153K 0.01% 296
2023
Q3 		$240K Buy
3,213
+58
+2% +$4.6K 0.02% 207
2023
Q2 		$255K Buy
3,155
+24
+0.8% +$1.9K 0.02% 218
2023
Q1 		$241K Buy
3,131
+11
+0.4% +$849 0.02% 221
2022
Q4 		$233K Buy
3,120
+873
+39% +$65.7K 0.02% 215
2022
Q3 		$150K Hold
2,247
– – 0.02% 200
2022
Q2 		$157K Sell
2,247
-61
-3% -$4.42K 0.02% 214
2022
Q1 		$191K Sell
2,308
-55
-2% -$4.14K 0.02% 210
2021
Q4 		$170K Buy
2,363
+30
+1% +$2.19K 0.02% 215
2021
Q3 		$152K Buy
2,333
+257
+12% +$18.3K 0.02% 227
2021
Q2 		$160K Sell
2,076
-39
-2% -$3.02K 0.02% 222
2021
Q1 		$161K Sell
2,115
-80
-4% -$5.76K 0.02% 208
2020
Q4 		$152K Sell
2,195
-25
-1% -$1.63K 0.02% 204
2020
Q3 		$135K Buy
2,220
+40
+2% +$2.28K 0.02% 196
2020
Q2 		$111K Sell
2,180
-1,075
-33% -$51K 0.02% 209
2020
Q1 		$143K Buy
3,255
+240
+8% +$11.8K 0.03% 172
2019
Q4 		$154K Buy
3,015
+50
+2% +$2.34K 0.02% 199
2019
Q3 		$132K Buy
+2,965
New +$139K 0.02% 200
2017
Q2 		– Sell
-50
Closed -$1K – 479
2017
Q1 		$1K Buy
+50
New +$1.49K ﹤0.01% 481
2015
Q1 		– Sell
-47,135
Closed -$1.82M – 251
2014
Q4 		$1.82M Buy
47,135
+435
+0.9% +$17.2K 0.26% 88
2014
Q3 		$1.94M Buy
46,700
+1,535
+3% +$60.1K 0.27% 78
2014
Q2 		$1.64M Buy
45,165
+180
+0.4% +$5.9K 0.24% 90
2014
Q1 		$1.35M Sell
44,985
-135
-0.3% -$4.1K 0.22% 100
2013
Q4 		$1.37M Buy
45,120
+810
+2% +$23.3K 0.22% 97
2013
Q3 		$1.09M Sell
44,310
-825
-2% -$20.4K 0.2% 112
2013
Q2 		$1.1M Buy
+45,135
New +$1.14M 0.22% 106

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Baldwin Wealth Partners's CP Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,249 shares — an estimated $193K sold.

Baldwin Wealth Partners first reported a position in CP in Q2 2013 and held it in 29 quarters. The position peaked at $1.94M in Q3 2014. 999 funds tracked by Wall St. Rank hold CP as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,249 Canadian Pacific Kansas City shares in Q4 2024, an estimated $193K.
  • Baldwin Wealth Partners first reported a position in Canadian Pacific Kansas City in Q2 2013 and held it in 29 quarters.
  • Baldwin Wealth Partners's Canadian Pacific Kansas City position peaked at $1.94M in Q3 2014.
  • 999 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.