Gradient Investments’s Canadian Pacific Kansas City CP Stock Holding History

Gradient Investments’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 Q3	–	Sell	-14	Closed	-$1.1K	–	497
2024 Q2	$1.1K	Hold	14	–	–	﹤0.01%	1062
2024 Q1	$1.23K	Sell	14 -22	-61%	-$1.85K	﹤0.01%	882
2023 Q4	$2.85K	Hold	36	–	–	﹤0.01%	1138
2023 Q3	$2.68K	Hold	36	–	–	﹤0.01%	1100
2023 Q2	$2.91K	Sell	36 -356	-91%	-$28.1K	﹤0.01%	1072
2023 Q1	$30.2K	Hold	392	–	–	﹤0.01%	593
2022 Q4	$29.2K	Sell	392 -47	-11%	-$3.54K	﹤0.01%	604
2022 Q3	$29K	Buy	439 +47	+12%	+$3.55K	﹤0.01%	588
2022 Q2	$27K	Hold	392	–	–	﹤0.01%	580
2022 Q1	$32K	Buy	392 +142	+57%	+$10.7K	﹤0.01%	550
2021 Q4	$18K	Hold	250	–	–	﹤0.01%	678
2021 Q3	$16K	Hold	250	–	–	﹤0.01%	678
2021 Q2	$19K	Hold	250	–	–	﹤0.01%	645
2021 Q1	$19K	Buy	+250	New	+$18K	﹤0.01%	625
2020 Q2	–	Sell	-20	Closed	-$1K	–	1067
2020 Q1	$1K	Buy	+20	New	+$984	﹤0.01%	977
2019 Q1	–	Sell	-20	Closed	-$1K	–	890
2018 Q4	$1K	Buy	+20	New	+$800	﹤0.01%	855
2015 Q2	–	Sell	-310	Closed	-$11K	–	635
2015 Q1	$11K	Buy	+310	New	+$11.4K	﹤0.01%	392

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

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

WCM Investment Management

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

TD Asset Management

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

Bank of Montreal

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

Massachusetts Financial Services

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

Mackenzie Financial

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

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