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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCM Investment Management

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

Fidelity Investments

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

Massachusetts Financial Services

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

Fidelity International

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

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Capital World Investors

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

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return