Crewe Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Crewe 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
2024 Q3	–	Sell	-269	Closed	-$21.2K	–	770
2024 Q2	$21.2K	Buy	269 +250	+1,316%	+$20.3K	﹤0.01%	541
2024 Q1	$1.68K	Buy	+19	New	+$1.59K	﹤0.01%	857
2023 Q3	–	Sell	-62	Closed	-$5.01K	–	657
2023 Q2	$5.01K	Sell	62 -674	-92%	-$53.2K	﹤0.01%	462
2023 Q1	$56.6K	Sell	736 -578	-44%	-$44.6K	0.01%	296
2022 Q4	$98K	Sell	1,314 -46	-3%	-$3.46K	0.02%	219
2022 Q3	$91K	Buy	1,360 +242	+22%	+$18.3K	0.02%	238
2022 Q2	$78K	Buy	+1,118	New	+$81K	0.02%	240

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Crewe Advisors's CP Position: Q3 2024 in Review

Crewe Advisors sold out of Canadian Pacific Kansas City (CP) in Q3 2024, closing a stake of 269 shares — an estimated $21.2K sold.

Crewe Advisors first reported a position in CP in Q2 2022 and held it in 7 quarters. The position peaked at $98K in Q4 2022. 978 funds tracked by Wall St. Rank hold CP as of Q3 2024.

Crewe Advisors reported no remaining Canadian Pacific Kansas City position as of Q3 2024 after selling out during the quarter.
Crewe Advisors sold 269 Canadian Pacific Kansas City shares in Q3 2024, an estimated $21.2K.
Crewe Advisors first reported a position in Canadian Pacific Kansas City in Q2 2022 and held it in 7 quarters.
Crewe Advisors's Canadian Pacific Kansas City position peaked at $98K in Q4 2022.
978 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.