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Cornerstone Planning Group’s Canadian Pacific Kansas City CP Stock Holding History

Cornerstone Planning Group’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 		$42.3K Buy
507
+18
+4% +$1.42K 0.01% 443
2025
Q4 		$35.1K Sell
489
-9
-2% -$662 0.01% 432
2025
Q3 		$36.2K Buy
498
+335
+206% +$25.6K 0.01% 413
2025
Q2 		$12.2K Sell
163
-215
-57% -$16.5K ﹤0.01% 514
2025
Q1 		$27.6K Buy
378
+256
+210% +$19.5K 0.01% 343
2024
Q4 		$9.85K Sell
122
-19
-13% -$1.46K ﹤0.01% 434
2024
Q3 		$11K Buy
141
+3
+2% +$247 ﹤0.01% 401
2024
Q2 		$10.6K Buy
138
+13
+10% +$1.06K ﹤0.01% 429
2024
Q1 		$9.97K Buy
125
+22
+21% +$1.85K ﹤0.01% 407
2023
Q4 		$8.14K Hold
103
– – ﹤0.01% 466
2023
Q3 		$7.66K Sell
103
-100
-49% -$7.93K ﹤0.01% 473
2023
Q2 		$16.4K Buy
+203
New +$16K 0.01% 480
2022
Q4 		$22.3K Buy
+286
New +$21.5K 0.01% 420

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
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