BDO Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$32.6K	Buy	403 +43	+12%	+$3.4K	﹤0.01%	497
2023 Q1	$27.7K	Hold	360	–	–	﹤0.01%	529
2022 Q4	$26.9K	Buy	360 +325	+929%	+$24.4K	﹤0.01%	520
2022 Q3	$2K	Hold	35	–	–	﹤0.01%	918
2022 Q2	$2K	Sell	35 -100	-74%	-$7.24K	﹤0.01%	889
2022 Q1	$11K	Buy	135 +28	+26%	+$2.11K	﹤0.01%	716
2021 Q4	$8K	Buy	107 +72	+206%	+$5.26K	﹤0.01%	755
2021 Q3	$2K	Hold	35	–	–	﹤0.01%	939
2021 Q2	$3K	Hold	35	–	–	﹤0.01%	935
2021 Q1	$3K	Hold	35	–	–	﹤0.01%	921
2020 Q4	$2K	Hold	35	–	–	﹤0.01%	757
2020 Q3	$2K	Buy	+35	New	+$2K	﹤0.01%	674

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

BDO Wealth Advisors's CP Position: Q2 2023 in Review

BDO Wealth Advisors increased its Canadian Pacific Kansas City (CP) stake by 12% in Q2 2023, buying an estimated $3.4K and bringing the position to 403 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

BDO Wealth Advisors first reported a position in CP in Q3 2020 and has held it in 12 quarters since. 881 funds tracked by Wall St. Rank hold CP as of Q2 2023.

BDO Wealth Advisors held 403 shares of Canadian Pacific Kansas City worth $32.6K as of Q2 2023.
BDO Wealth Advisors bought 43 Canadian Pacific Kansas City shares in Q2 2023, an estimated $3.4K.
Canadian Pacific Kansas City made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #497 holding.
BDO Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q3 2020 and has held it in 12 quarters since.
881 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.