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

Centricity 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
2025
Q1 		– Sell
-237
Closed -$17.2K – 454
2024
Q4 		$17.2K Buy
+237
New +$18.3K 0.02% 272

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Centricity Wealth Management's CP Position: Q1 2025 in Review

Centricity Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2025, closing a stake of 237 shares — an estimated $17.2K sold.

Centricity Wealth Management first reported a position in CP in Q4 2024 and held it in 1 quarter. The position peaked at $17.2K in Q4 2024. 973 funds tracked by Wall St. Rank hold CP as of Q1 2025.

  • Centricity Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2025 after selling out during the quarter.
  • Centricity Wealth Management sold 237 Canadian Pacific Kansas City shares in Q1 2025, an estimated $17.2K.
  • Centricity Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2024 and held it in 1 quarter.
  • Centricity Wealth Management's Canadian Pacific Kansas City position peaked at $17.2K in Q4 2024.
  • 973 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2025.

Based on Centricity Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.