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Fiduciary Planning’s Canadian Pacific Kansas City CP Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-935
Closed -$71K – 99
2021
Q1 		$71K Hold
935
– – 0.11% 64
2020
Q4 		$65K Buy
+935
New +$60.9K 0.09% 69

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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 $139B AUM 29.06% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fiduciary Planning's CP Position: Q2 2021 in Review

Fiduciary Planning sold out of Canadian Pacific Kansas City (CP) in Q2 2021, closing a stake of 935 shares — an estimated $71K sold.

Fiduciary Planning first reported a position in CP in Q4 2020 and held it in 2 quarters. The position peaked at $71K in Q1 2021. 557 funds tracked by Wall St. Rank hold CP as of Q2 2021.

  • Fiduciary Planning reported no remaining Canadian Pacific Kansas City position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 935 Canadian Pacific Kansas City shares in Q2 2021, an estimated $71K.
  • Fiduciary Planning first reported a position in Canadian Pacific Kansas City in Q4 2020 and held it in 2 quarters.
  • Fiduciary Planning's Canadian Pacific Kansas City position peaked at $71K in Q1 2021.
  • 557 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.