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

Executive 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
2024 Q4	–	Sell	-35,819	Closed	-$3.06M	–	259
2024 Q3	$3.06M	Buy	35,819 +2,113	+6%	+$174K	0.24%	88
2024 Q2	$2.65M	Buy	33,706 +862	+3%	+$70.2K	0.49%	44
2024 Q1	$2.89M	Buy	32,844 +11,014	+50%	+$924K	0.25%	86
2023 Q4	$1.73M	Buy	21,830 +4,385	+25%	+$321K	0.16%	107
2023 Q3	$1.3M	Buy	+17,445	New	+$1.38M	0.13%	113

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Executive Wealth Management's CP Position: Q4 2024 in Review

Executive Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 35,819 shares — an estimated $3.06M sold.

Executive Wealth Management first reported a position in CP in Q3 2023 and held it in 5 quarters. The position peaked at $3.06M in Q3 2024. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Executive Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
Executive Wealth Management sold 35,819 Canadian Pacific Kansas City shares in Q4 2024, an estimated $3.06M.
Executive Wealth Management first reported a position in Canadian Pacific Kansas City in Q3 2023 and held it in 5 quarters.
Executive Wealth Management's Canadian Pacific Kansas City position peaked at $3.06M in Q3 2024.
997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.