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Bellwether Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Bellwether 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
2022
Q4 		– Sell
-167
Closed -$11K – 467
2022
Q3 		$11K Buy
+167
New +$12.6K ﹤0.01% 252

Other funds holding CP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bellwether Advisors's CP Position: Q4 2022 in Review

Bellwether Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2022, closing a stake of 167 shares — an estimated $11K sold.

Bellwether Advisors first reported a position in CP in Q3 2022 and held it in 1 quarter. The position peaked at $11K in Q3 2022. 909 funds tracked by Wall St. Rank hold CP as of Q4 2022.

  • Bellwether Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 167 Canadian Pacific Kansas City shares in Q4 2022, an estimated $11K.
  • Bellwether Advisors first reported a position in Canadian Pacific Kansas City in Q3 2022 and held it in 1 quarter.
  • Bellwether Advisors's Canadian Pacific Kansas City position peaked at $11K in Q3 2022.
  • 909 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.