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Connectus Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Connectus Wealth’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
2022
Q3 		– Sell
-14,478
Closed -$1.01M – 504
2022
Q2 		$1.01M Hold
14,478
– – 0.02% 274
2022
Q1 		$1.04M Sell
14,478
-8,836
-38% -$665K 0.03% 239
2021
Q4 		$1.68M Buy
+23,314
New +$1.7M 0.07% 158

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
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

Connectus Wealth's CP Position: Q3 2022 in Review

Connectus Wealth sold out of Canadian Pacific Kansas City (CP) in Q3 2022, closing a stake of 14,478 shares — an estimated $1.01M sold.

Connectus Wealth first reported a position in CP in Q4 2021 and held it in 3 quarters. The position peaked at $1.68M in Q4 2021. 824 funds tracked by Wall St. Rank hold CP as of Q3 2022.

  • Connectus Wealth reported no remaining Canadian Pacific Kansas City position as of Q3 2022 after selling out during the quarter.
  • Connectus Wealth sold 14,478 Canadian Pacific Kansas City shares in Q3 2022, an estimated $1.01M.
  • Connectus Wealth first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 3 quarters.
  • Connectus Wealth's Canadian Pacific Kansas City position peaked at $1.68M in Q4 2021.
  • 824 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2022.

Based on Connectus Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.