Center for Financial Planning’s Canadian Pacific Kansas City CP Stock Holding History

Center for Financial Planning’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 Q3	–	Sell	-27	Closed	-$2.18K	–	528
2023 Q2	$2.18K	Hold	27	–	–	﹤0.01%	489
2023 Q1	$2.08K	Sell	27 -8	-23%	-$618	﹤0.01%	450
2022 Q4	$2.61K	Hold	35	–	–	﹤0.01%	446
2022 Q3	$2K	Hold	35	–	–	﹤0.01%	518
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	463
2022 Q1	$3K	Hold	35	–	–	﹤0.01%	453
2021 Q4	$3K	Buy	+35	New	+$2.56K	﹤0.01%	455

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

PSCM

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

Center for Financial Planning's CP Position: Q3 2023 in Review

Center for Financial Planning sold out of Canadian Pacific Kansas City (CP) in Q3 2023, closing a stake of 27 shares — an estimated $2.18K sold.

Center for Financial Planning first reported a position in CP in Q4 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 901 funds tracked by Wall St. Rank hold CP as of Q3 2023.

Center for Financial Planning reported no remaining Canadian Pacific Kansas City position as of Q3 2023 after selling out during the quarter.
Center for Financial Planning sold 27 Canadian Pacific Kansas City shares in Q3 2023, an estimated $2.18K.
Center for Financial Planning first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 7 quarters.
Center for Financial Planning's Canadian Pacific Kansas City position peaked at $3K in Q1 2022.
901 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.