Householder Group Estate & Retirement Specialist’s Canadian Pacific Kansas City CP Stock Holding History

Householder Group Estate & Retirement Specialist’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	$12K	Sell	166 -75	-31%	-$5.78K	0.01%	343
2024 Q3	$20K	Hold	241	–	–	0.01%	680
2024 Q2	$18K	Hold	241	–	–	0.01%	694
2024 Q1	$21.2K	Hold	241	–	–	0.01%	665
2023 Q4	$19K	Sell	241 -25	-9%	-$1.83K	0.01%	652
2023 Q3	$19.8K	Buy	+266	New	+$21.1K	0.01%	649
2023 Q1	$6K	Buy	80 +75	+1,500%	+$5.79K	﹤0.01%	907
2022 Q4	$0	Hold	5	–	–	﹤0.01%	467
2022 Q3	$0	Buy	+5	New	+$378	﹤0.01%	1104

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

Householder Group Estate & Retirement Specialist's CP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Canadian Pacific Kansas City (CP) stake by 31% in Q4 2024, selling an estimated $5.78K and leaving 166 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #343.

Householder Group Estate & Retirement Specialist first reported a position in CP in Q3 2022 and has held it in 9 quarters since. The position peaked at $21.2K in Q1 2024. 998 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Householder Group Estate & Retirement Specialist held 166 shares of Canadian Pacific Kansas City worth $12K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 75 Canadian Pacific Kansas City shares in Q4 2024, an estimated $5.78K.
Canadian Pacific Kansas City made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #343 holding.
Householder Group Estate & Retirement Specialist first reported a position in Canadian Pacific Kansas City in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Canadian Pacific Kansas City position peaked at $21.2K in Q1 2024.
998 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.