High Net Worth Advisory Group’s Canadian Pacific Kansas City CP Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-500	Closed	-$37.3K	–	264
2022 Q4	$37.3K	Hold	500	–	–	0.01%	366
2022 Q3	$33K	Hold	500	–	–	0.01%	394
2022 Q2	$35K	Hold	500	–	–	0.01%	372
2022 Q1	$41K	Sell	500 -365	-42%	-$27.5K	0.01%	363
2021 Q4	$62K	Buy	+865	New	+$63.2K	0.02%	321

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

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

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

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

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

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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

High Net Worth Advisory Group's CP Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Canadian Pacific Kansas City (CP) in Q1 2023, closing a stake of 500 shares — an estimated $37.3K sold.

High Net Worth Advisory Group first reported a position in CP in Q4 2021 and held it in 5 quarters. The position peaked at $62K in Q4 2021. 837 funds tracked by Wall St. Rank hold CP as of Q1 2023.

High Net Worth Advisory Group reported no remaining Canadian Pacific Kansas City position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 500 Canadian Pacific Kansas City shares in Q1 2023, an estimated $37.3K.
High Net Worth Advisory Group first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Canadian Pacific Kansas City position peaked at $62K in Q4 2021.
837 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.