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Financial Advocates Investment Management’s Canadian Pacific Kansas City CP Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-2,600
Closed -$206K – 180
2025
Q2 		$206K Sell
2,600
-2,605
-50% -$200K 0.02% 582
2025
Q1 		$365K Sell
5,205
-3,835
-42% -$292K 0.03% 507
2024
Q4 		$654K Sell
9,040
-1,604
-15% -$124K 0.04% 387
2024
Q3 		$911K Buy
10,644
+23
+0.2% +$1.89K 0.05% 324
2024
Q2 		$836K Sell
10,621
-1,235
-10% -$101K 0.05% 332
2024
Q1 		$1.05M Buy
11,856
+801
+7% +$67.2K 0.06% 300
2023
Q4 		$878K Buy
11,055
+241
+2% +$17.6K 0.06% 314
2023
Q3 		$807K Buy
10,814
+1,808
+20% +$143K 0.06% 310
2023
Q2 		$728K Buy
9,006
+106
+1% +$8.37K 0.05% 322
2023
Q1 		$685K Sell
8,900
-215
-2% -$16.6K 0.05% 361
2022
Q4 		$680K Buy
+9,115
New +$686K 0.05% 373
2022
Q3 		– Sell
-9,453
Closed -$660K – 764
2022
Q2 		$660K Buy
+9,453
New +$684K 0.05% 338

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Financial Advocates Investment Management's CP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Canadian Pacific Kansas City (CP) in Q3 2025, closing a stake of 2,600 shares — an estimated $206K sold.

Financial Advocates Investment Management first reported a position in CP in Q2 2022 and held it in 12 quarters. The position peaked at $1.05M in Q1 2024. 950 funds tracked by Wall St. Rank hold CP as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Canadian Pacific Kansas City position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,600 Canadian Pacific Kansas City shares in Q3 2025, an estimated $206K.
  • Financial Advocates Investment Management first reported a position in Canadian Pacific Kansas City in Q2 2022 and held it in 12 quarters.
  • Financial Advocates Investment Management's Canadian Pacific Kansas City position peaked at $1.05M in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.