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

Frontier 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
2022 Q2	$211K	Hold	3,027	–	–	0.02%	359
2022 Q1	$227K	Sell	3,027 -29	-0.9%	-$2.18K	﹤0.01%	355
2021 Q4	$220K	Buy	+3,056	New	+$223K	0.01%	379
2015 Q3	–	Sell	-8,230	Closed	-$264K	–	353
2015 Q2	$264K	Sell	8,230 -1,380	-14%	-$49.3K	0.04%	275
2015 Q1	$351K	Sell	9,610 -7,860	-45%	-$290K	0.06%	205
2014 Q4	$673K	Buy	+17,470	New	+$692K	0.13%	111

Other funds holding CP

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Frontier Wealth Management's CP Position: Q2 2022 in Review

Frontier Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q2 2022 at 3,027 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #359.

Frontier Wealth Management first reported a position in CP in Q4 2014 and has held it in 6 quarters since. The position peaked at $673K in Q4 2014. 843 funds tracked by Wall St. Rank hold CP as of Q2 2022.

Frontier Wealth Management held 3,027 shares of Canadian Pacific Kansas City worth $211K as of Q2 2022.
Frontier Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q2 2022.
Canadian Pacific Kansas City made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #359 holding.
Frontier Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2014 and has held it in 6 quarters since.
Frontier Wealth Management's Canadian Pacific Kansas City position peaked at $673K in Q4 2014.
843 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.