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

Granite Bay 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
2024
Q1 		– Sell
-6,300
Closed -$461K – 106
2023
Q4 		$461K Hold
6,300
– – ﹤0.01% 254
2023
Q3 		$500K Buy
+6,300
New +$500K ﹤0.01% 258

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Granite Bay Wealth Management's CP Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2024, closing a stake of 6,300 shares — an estimated $461K sold.

Granite Bay Wealth Management first reported a position in CP in Q3 2023 and held it in 2 quarters. The position peaked at $500K in Q3 2023. 965 funds tracked by Wall St. Rank hold CP as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 6,300 Canadian Pacific Kansas City shares in Q1 2024, an estimated $461K.
  • Granite Bay Wealth Management first reported a position in Canadian Pacific Kansas City in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Canadian Pacific Kansas City position peaked at $500K in Q3 2023.
  • 965 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.