CBFP
CP icon

Cedar Brook Financial Partners’s Canadian Pacific Kansas City CP Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-3,034
Closed -$268K – 91
2024
Q1 		$268K Buy
3,034
+64
+2% +$5.37K 0.05% 341
2023
Q4 		$229K Buy
2,970
+208
+8% +$15.2K 0.05% 355
2023
Q3 		$206K Buy
+2,762
New +$219K 0.05% 346

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
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
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cedar Brook Financial Partners's CP Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Canadian Pacific Kansas City (CP) in Q2 2024, closing a stake of 3,034 shares — an estimated $268K sold.

Cedar Brook Financial Partners first reported a position in CP in Q3 2023 and held it in 3 quarters. The position peaked at $268K in Q1 2024. 968 funds tracked by Wall St. Rank hold CP as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Canadian Pacific Kansas City position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,034 Canadian Pacific Kansas City shares in Q2 2024, an estimated $268K.
  • Cedar Brook Financial Partners first reported a position in Canadian Pacific Kansas City in Q3 2023 and held it in 3 quarters.
  • Cedar Brook Financial Partners's Canadian Pacific Kansas City position peaked at $268K in Q1 2024.
  • 968 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.