Concord Wealth Partners’s Canadian National Railway CNI Stock Holding History

Concord Wealth Partners’s Portfolio CNI Stock Details CNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14	Closed	-$1.42K	–	844
2024 Q4	$1.42K	Hold	14	–	–	﹤0.01%	748
2024 Q3	$1.64K	Buy	+14	New	+$1.63K	﹤0.01%	763
2023 Q4	–	Sell	-137	Closed	-$14.8K	–	855
2023 Q3	$14.8K	Buy	137 +127	+1,270%	+$14.6K	﹤0.01%	560
2023 Q2	$1.21K	Hold	10	–	–	﹤0.01%	925
2023 Q1	$1.18K	Hold	10	–	–	﹤0.01%	877
2022 Q4	$1.19K	Buy	+10	New	+$1.2K	﹤0.01%	1031
2022 Q3	–	Sell	-106	Closed	-$12K	–	332
2022 Q2	$12K	Hold	106	–	–	﹤0.01%	645
2022 Q1	$14K	Buy	106 +96	+960%	+$12K	﹤0.01%	701
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	1203
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	813
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	953
2021 Q1	$1K	Buy	+10	New	+$1.11K	﹤0.01%	892

Other funds holding CNI

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Concord Wealth Partners's CNI Position: Q1 2025 in Review

Concord Wealth Partners sold out of Canadian National Railway (CNI) in Q1 2025, closing a stake of 14 shares — an estimated $1.42K sold.

Concord Wealth Partners first reported a position in CNI in Q1 2021 and held it in 12 quarters. The position peaked at $14.8K in Q3 2023. 824 funds tracked by Wall St. Rank hold CNI as of Q1 2025.

Concord Wealth Partners reported no remaining Canadian National Railway position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 14 Canadian National Railway shares in Q1 2025, an estimated $1.42K.
Concord Wealth Partners first reported a position in Canadian National Railway in Q1 2021 and held it in 12 quarters.
Concord Wealth Partners's Canadian National Railway position peaked at $14.8K in Q3 2023.
824 funds tracked by Wall St. Rank held Canadian National Railway as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.