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

BerganKDV 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
2023 Q2	$26.1K	Sell	323 -15	-4%	-$1.18K	﹤0.01%	460
2023 Q1	$26K	Buy	338 +223	+194%	+$17.2K	﹤0.01%	485
2022 Q4	$8.58K	Sell	115 -67	-37%	-$5.04K	﹤0.01%	600
2022 Q3	$12K	Hold	182	–	–	﹤0.01%	550
2022 Q2	$13K	Sell	182 -4	-2%	-$290	﹤0.01%	545
2022 Q1	$15K	Sell	186 -5	-3%	-$376	﹤0.01%	547
2021 Q4	$14K	Buy	+191	New	+$14K	﹤0.01%	595
2020 Q2	–	Sell	-80	Closed	-$4K	–	976
2020 Q1	$4K	Hold	80	–	–	﹤0.01%	601
2019 Q4	$4K	Buy	+80	New	+$3.75K	﹤0.01%	647

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 $10.4B AUM 25.66% 1-Year Est. Return

BerganKDV Wealth Management's CP Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Canadian Pacific Kansas City (CP) stake by 4.4% in Q2 2023, selling an estimated $1.18K and leaving 323 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

BerganKDV Wealth Management first reported a position in CP in Q4 2019 and has held it in 9 quarters since. 881 funds tracked by Wall St. Rank hold CP as of Q2 2023.

BerganKDV Wealth Management held 323 shares of Canadian Pacific Kansas City worth $26.1K as of Q2 2023.
BerganKDV Wealth Management sold 15 Canadian Pacific Kansas City shares in Q2 2023, an estimated $1.18K.
Canadian Pacific Kansas City made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #460 holding.
BerganKDV Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2019 and has held it in 9 quarters since.
881 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.