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Dixon Hughes Goodman Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$1.1M Hold
13,384
– – 0.32% 49
2021
Q4 		$963K Buy
+13,384
New +$978K 0.31% 50

Other funds holding CP

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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's CP Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Canadian Pacific Kansas City (CP) position steady in Q1 2022 at 13,384 shares worth $1.1M. The position accounts for 0.32% of the portfolio, ranked #49.

Dixon Hughes Goodman Wealth Advisors first reported a position in CP in Q4 2021 and has held it in 2 quarters since. 859 funds tracked by Wall St. Rank hold CP as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 13,384 shares of Canadian Pacific Kansas City worth $1.1M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Canadian Pacific Kansas City share count unchanged in Q1 2022.
  • Canadian Pacific Kansas City made up 0.32% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #49 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 2 quarters since.
  • 859 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.