HFA
CP icon

HC Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

HC Financial 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
2022
Q2 		$105K Hold
1,502
– – 0.07% 95
2022
Q1 		$124K Hold
1,502
– – 0.07% 96
2021
Q4 		$108K Buy
+1,502
New +$110K 0.06% 103

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
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

HC Financial Advisors's CP Position: Q2 2022 in Review

HC Financial Advisors held its Canadian Pacific Kansas City (CP) position steady in Q2 2022 at 1,502 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #95.

HC Financial Advisors first reported a position in CP in Q4 2021 and has held it in 3 quarters since. The position peaked at $124K in Q1 2022. 845 funds tracked by Wall St. Rank hold CP as of Q2 2022.

  • HC Financial Advisors held 1,502 shares of Canadian Pacific Kansas City worth $105K as of Q2 2022.
  • HC Financial Advisors left its Canadian Pacific Kansas City share count unchanged in Q2 2022.
  • Canadian Pacific Kansas City made up 0.07% of HC Financial Advisors's portfolio in Q2 2022, its #95 holding.
  • HC Financial Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 3 quarters since.
  • HC Financial Advisors's Canadian Pacific Kansas City position peaked at $124K in Q1 2022.
  • 845 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.