Brighton Jones LLC’s Canadian Pacific Kansas City CP Stock Holding History

Brighton Jones LLC’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 Q3	–	Sell	-9,990	Closed	-$786K	–	597
2024 Q2	$786K	Buy	9,990 +497	+5%	+$40.4K	0.03%	265
2024 Q1	$837K	Sell	9,493 -3	-0%	-$252	0.03%	254
2023 Q4	$751K	Buy	9,496 +39	+0.4%	+$2.85K	0.03%	248
2023 Q3	$704K	Buy	9,457 +122	+1%	+$9.68K	0.04%	227
2023 Q2	$754K	Buy	9,335 +64	+0.7%	+$5.05K	0.04%	227
2023 Q1	$713K	Buy	+9,271	New	+$716K	0.04%	225

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Brighton Jones LLC's CP Position: Q3 2024 in Review

Brighton Jones LLC sold out of Canadian Pacific Kansas City (CP) in Q3 2024, closing a stake of 9,990 shares — an estimated $786K sold.

Brighton Jones LLC first reported a position in CP in Q1 2023 and held it in 6 quarters. The position peaked at $837K in Q1 2024. 978 funds tracked by Wall St. Rank hold CP as of Q3 2024.

Brighton Jones LLC reported no remaining Canadian Pacific Kansas City position as of Q3 2024 after selling out during the quarter.
Brighton Jones LLC sold 9,990 Canadian Pacific Kansas City shares in Q3 2024, an estimated $786K.
Brighton Jones LLC first reported a position in Canadian Pacific Kansas City in Q1 2023 and held it in 6 quarters.
Brighton Jones LLC's Canadian Pacific Kansas City position peaked at $837K in Q1 2024.
978 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on Brighton Jones LLC's 13F filing for Q3 2024, filed 22 Oct 2024.