DOA
CP icon

D'Orazio & Associates’s Canadian Pacific Kansas City CP Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-282
Closed -$18K – 226
2021
Q3 		$18K Buy
+282
New +$20.1K ﹤0.01% 414
2018
Q2 		– Sell
-245
Closed -$9K – 275
2018
Q1 		$9K Buy
+245
New +$8.84K ﹤0.01% 208

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

D'Orazio & Associates's CP Position: Q4 2021 in Review

D'Orazio & Associates sold out of Canadian Pacific Kansas City (CP) in Q4 2021, closing a stake of 282 shares — an estimated $18K sold.

D'Orazio & Associates first reported a position in CP in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q3 2021. 914 funds tracked by Wall St. Rank hold CP as of Q4 2021.

  • D'Orazio & Associates reported no remaining Canadian Pacific Kansas City position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 282 Canadian Pacific Kansas City shares in Q4 2021, an estimated $18K.
  • D'Orazio & Associates first reported a position in Canadian Pacific Kansas City in Q1 2018 and held it in 2 quarters.
  • D'Orazio & Associates's Canadian Pacific Kansas City position peaked at $18K in Q3 2021.
  • 914 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.