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Diversify Advisory Services’s Canadian Pacific Kansas City CP Stock Holding History

Diversify Advisory Services’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
-3,154
Closed -$251K – 633
2024
Q3 		$251K Sell
3,154
-243
-7% -$20K 0.01% 544
2024
Q2 		$267K Buy
3,397
+320
+10% +$26K 0.01% 539
2024
Q1 		$270K Buy
+3,077
New +$258K 0.02% 553

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Diversify Advisory Services's CP Position: Q4 2024 in Review

Diversify Advisory Services sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 3,154 shares — an estimated $251K sold.

Diversify Advisory Services first reported a position in CP in Q1 2024 and held it in 3 quarters. The position peaked at $270K in Q1 2024. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

  • Diversify Advisory Services reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 3,154 Canadian Pacific Kansas City shares in Q4 2024, an estimated $251K.
  • Diversify Advisory Services first reported a position in Canadian Pacific Kansas City in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Canadian Pacific Kansas City position peaked at $270K in Q1 2024.
  • 997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.