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Concord Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Concord Wealth 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
2023
Q1 		– Sell
-45
Closed -$3.38K – 1038
2022
Q4 		$3.38K Buy
+45
New +$3.38K ﹤0.01% 841
2022
Q3 		– Sell
-45
Closed -$3K – 342
2022
Q2 		$3K Hold
45
– – ﹤0.01% 924
2022
Q1 		$4K Hold
45
– – ﹤0.01% 947
2021
Q4 		$3K Buy
+45
New +$3.29K ﹤0.01% 1037

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Concord Wealth Partners's CP Position: Q1 2023 in Review

Concord Wealth Partners sold out of Canadian Pacific Kansas City (CP) in Q1 2023, closing a stake of 45 shares — an estimated $3.38K sold.

Concord Wealth Partners first reported a position in CP in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 838 funds tracked by Wall St. Rank hold CP as of Q1 2023.

  • Concord Wealth Partners reported no remaining Canadian Pacific Kansas City position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 45 Canadian Pacific Kansas City shares in Q1 2023, an estimated $3.38K.
  • Concord Wealth Partners first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Canadian Pacific Kansas City position peaked at $4K in Q1 2022.
  • 838 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.