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

Cyndeo 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
2024 Q4	–	Sell	-2,389	Closed	-$204K	–	447
2024 Q3	$204K	Buy	+2,389	New	+$196K	0.01%	430
2024 Q2	–	Sell	-4,042	Closed	-$356K	–	397
2024 Q1	$356K	Buy	4,042 +17	+0.4%	+$1.43K	0.03%	305
2023 Q4	$318K	Sell	4,025 -443	-10%	-$32.4K	0.03%	306
2023 Q3	$332K	Hold	4,468	–	–	0.03%	262
2023 Q2	$361K	Sell	4,468 -145	-3%	-$11.4K	0.04%	243
2023 Q1	$355K	Sell	4,613 -45	-1%	-$3.47K	0.04%	243
2022 Q4	$347K	Buy	+4,658	New	+$350K	0.04%	245

Other funds holding CP

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

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Cyndeo Wealth Partners's CP Position: Q4 2024 in Review

Cyndeo Wealth Partners sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,389 shares — an estimated $204K sold.

Cyndeo Wealth Partners first reported a position in CP in Q4 2022 and held it in 7 quarters. The position peaked at $361K in Q2 2023. 1,000 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Cyndeo Wealth Partners reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
Cyndeo Wealth Partners sold 2,389 Canadian Pacific Kansas City shares in Q4 2024, an estimated $204K.
Cyndeo Wealth Partners first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 7 quarters.
Cyndeo Wealth Partners's Canadian Pacific Kansas City position peaked at $361K in Q2 2023.
1,000 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.