Buckingham Strategic Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Buckingham Strategic Wealth’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 Q2	$466K	Sell	5,916 -53	-0.9%	-$4.31K	﹤0.01%	484
2024 Q1	$526K	Buy	5,969 +814	+16%	+$68.3K	0.01%	449
2023 Q4	$408K	Sell	5,155 -109	-2%	-$7.98K	﹤0.01%	490
2023 Q3	$392K	Sell	5,264 -49	-0.9%	-$3.89K	0.01%	475
2023 Q2	$429K	Buy	5,313 +596	+13%	+$47.1K	0.01%	458
2023 Q1	$352K	Hold	4,717	–	–	0.01%	458
2022 Q4	$352K	Buy	4,717 +1,547	+49%	+$116K	0.01%	460
2022 Q3	$212K	Buy	3,170 +35	+1%	+$2.64K	﹤0.01%	540
2022 Q2	$219K	Sell	3,135 -3	-0.1%	-$217	﹤0.01%	539
2022 Q1	$259K	Buy	3,138 +85	+3%	+$6.39K	0.01%	508
2021 Q4	$220K	Buy	+3,053	New	+$223K	﹤0.01%	544
2021 Q1	–	Sell	-6,315	Closed	-$438K	–	553
2020 Q4	$438K	Buy	+6,315	New	+$411K	0.02%	343
2020 Q2	–	Sell	-7,725	Closed	-$339K	–	419
2020 Q1	$339K	Buy	+7,725	New	+$380K	0.03%	315

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

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

PSCM

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Buckingham Strategic Wealth's CP Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Canadian Pacific Kansas City (CP) stake by 0.89% in Q2 2024, selling an estimated $4.31K and leaving 5,916 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Buckingham Strategic Wealth first reported a position in CP in Q1 2020 and has held it in 13 quarters since. The position peaked at $526K in Q1 2024. 968 funds tracked by Wall St. Rank hold CP as of Q2 2024.

Buckingham Strategic Wealth held 5,916 shares of Canadian Pacific Kansas City worth $466K as of Q2 2024.
Buckingham Strategic Wealth sold 53 Canadian Pacific Kansas City shares in Q2 2024, an estimated $4.31K.
Canadian Pacific Kansas City made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #484 holding.
Buckingham Strategic Wealth first reported a position in Canadian Pacific Kansas City in Q1 2020 and has held it in 13 quarters since.
Buckingham Strategic Wealth's Canadian Pacific Kansas City position peaked at $526K in Q1 2024.
968 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.