Geller Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Geller Advisors’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
2024 Q4	$602K	Buy	+8,299	New	+$639K	0.04%	112
2024 Q3	–	Sell	-18,774	Closed	-$1.48M	–	265
2024 Q2	$1.48M	Buy	18,774 +1,883	+11%	+$153K	0.11%	50
2024 Q1	$1.49M	Sell	16,891 -1,360	-7%	-$114K	0.12%	45
2023 Q4	$1.45M	Buy	18,251 +14,051	+335%	+$1.03M	0.14%	43
2023 Q3	$313K	Buy	+4,200	New	+$333K	0.04%	182
2020 Q2	–	Sell	-8,565	Closed	-$377K	–	86
2020 Q1	$377K	Buy	+8,565	New	+$422K	0.11%	32

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geller Advisors's CP Position: Q4 2024 in Review

Geller Advisors opened a new position in Canadian Pacific Kansas City (CP) in Q4 2024: 8,299 shares worth $602K. The stake represents 0.04% of the portfolio and ranks #112 among its holdings. This is a return to the name: Geller Advisors previously reported a position in CP as recently as Q2 2024.

Geller Advisors first reported a position in CP in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.49M in Q1 2024. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Geller Advisors held 8,299 shares of Canadian Pacific Kansas City worth $602K as of Q4 2024.
Canadian Pacific Kansas City was a new Geller Advisors position in Q4 2024.
Canadian Pacific Kansas City made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #112 holding.
Geller Advisors first reported a position in Canadian Pacific Kansas City in Q1 2020 and has held it in 6 quarters since.
Geller Advisors's Canadian Pacific Kansas City position peaked at $1.49M in Q1 2024.
997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.