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Elmwood Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Elmwood Wealth Management’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 		– Sell
-432
Closed -$31K – 145
2021
Q4 		$31K Buy
+432
New +$31.6K 0.01% 218

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Vanguard Group
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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

Elmwood Wealth Management's CP Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2022, closing a stake of 432 shares — an estimated $31K sold.

Elmwood Wealth Management first reported a position in CP in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 859 funds tracked by Wall St. Rank hold CP as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 432 Canadian Pacific Kansas City shares in Q1 2022, an estimated $31K.
  • Elmwood Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Canadian Pacific Kansas City position peaked at $31K in Q4 2021.
  • 859 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.