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

Forza 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
2023
Q4 		– Sell
-7,500
Closed -$558K – 174
2023
Q3 		$558K Hold
7,500
– – 0.29% 104
2023
Q2 		$606K Hold
7,500
– – 0.31% 96
2023
Q1 		$577K Buy
+7,500
New +$579K 0.3% 101

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WCM Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Forza Wealth Management's CP Position: Q4 2023 in Review

Forza Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2023, closing a stake of 7,500 shares — an estimated $558K sold.

Forza Wealth Management first reported a position in CP in Q1 2023 and held it in 3 quarters. The position peaked at $606K in Q2 2023. 948 funds tracked by Wall St. Rank hold CP as of Q4 2023.

  • Forza Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2023 after selling out during the quarter.
  • Forza Wealth Management sold 7,500 Canadian Pacific Kansas City shares in Q4 2023, an estimated $558K.
  • Forza Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2023 and held it in 3 quarters.
  • Forza Wealth Management's Canadian Pacific Kansas City position peaked at $606K in Q2 2023.
  • 948 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.