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Colonial Trust Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Colonial Trust Advisors’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
2026
Q1 		$21.3K Sell
271
-288
-52% -$22.8K ﹤0.01% 443
2025
Q4 		$41.2K Sell
559
-75
-12% -$5.52K ﹤0.01% 368
2025
Q3 		$47.2K Sell
634
-519
-45% -$39.6K ﹤0.01% 343
2025
Q2 		$91.4K Hold
1,153
– – 0.01% 269
2025
Q1 		$81K Hold
1,153
– – 0.01% 281
2024
Q4 		$83.4K Hold
1,153
– – 0.01% 254
2024
Q3 		$98.6K Hold
1,153
– – 0.01% 267
2024
Q2 		$90.8K Sell
1,153
-28
-2% -$2.28K 0.01% 259
2024
Q1 		$104K Buy
1,181
+28
+2% +$2.35K 0.01% 244
2023
Q4 		$91.2K Hold
1,153
– – 0.01% 253
2023
Q3 		$85.8K Hold
1,153
– – 0.01% 263
2023
Q2 		$93.1K Hold
1,153
– – 0.01% 260
2023
Q1 		$88.7K Hold
1,153
– – 0.01% 266
2022
Q4 		$86K Buy
+1,153
New +$86.7K 0.01% 269

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return