FourThought Financial’s Canadian Pacific Kansas City CP Stock Holding History

FourThought Financial’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 Q3	$153K	Sell	2,292 -252	-10%	-$19K	0.02%	342
2022 Q2	$178K	Buy	+2,544	New	+$184K	0.03%	331
2022 Q1	–	Sell	-7,166	Closed	-$516K	–	1477
2021 Q4	$516K	Buy	7,166 +1,053	+17%	+$76.9K	0.06%	197
2021 Q3	$397K	Buy	6,113 +769	+14%	+$54.8K	0.05%	235
2021 Q2	$411K	Buy	5,344 +169	+3%	+$13.1K	0.06%	235
2021 Q1	$392K	Buy	5,175 +230	+5%	+$16.6K	0.06%	248
2020 Q4	$342K	Buy	+4,945	New	+$322K	0.05%	255

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

FourThought Financial's CP Position: Q3 2022 in Review

FourThought Financial reduced its Canadian Pacific Kansas City (CP) stake by 9.9% in Q3 2022, selling an estimated $19K and leaving 2,292 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #342.

FourThought Financial first reported a position in CP in Q4 2020 and has held it in 7 quarters since. The position peaked at $516K in Q4 2021. 825 funds tracked by Wall St. Rank hold CP as of Q3 2022.

FourThought Financial held 2,292 shares of Canadian Pacific Kansas City worth $153K as of Q3 2022.
FourThought Financial sold 252 Canadian Pacific Kansas City shares in Q3 2022, an estimated $19K.
Canadian Pacific Kansas City made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #342 holding.
FourThought Financial first reported a position in Canadian Pacific Kansas City in Q4 2020 and has held it in 7 quarters since.
FourThought Financial's Canadian Pacific Kansas City position peaked at $516K in Q4 2021.
825 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.