IA
CP icon

Insight Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Insight 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
2024
Q4 		– Sell
-2,538
Closed -$217K – 296
2024
Q3 		$217K Buy
+2,538
New +$209K 0.04% 278
2024
Q2 		– Sell
-2,888
Closed -$255K – 295
2024
Q1 		$255K Hold
2,888
– – 0.05% 253
2023
Q4 		$228K Buy
2,888
+17
+0.6% +$1.24K 0.05% 255
2023
Q3 		$214K Hold
2,871
– – 0.05% 253
2023
Q2 		$232K Sell
2,871
-270
-9% -$21.3K 0.05% 252
2023
Q1 		$242K Sell
3,141
-1,188
-27% -$91.7K 0.06% 263
2022
Q4 		$324K Hold
4,329
– – 0.11% 228
2022
Q3 		$289K Hold
4,329
– – 0.11% 220
2022
Q2 		$339K Sell
4,329
-1,100
-20% -$79.7K 0.12% 212
2022
Q1 		$448K Sell
5,429
-66
-1% -$4.96K 0.13% 192
2021
Q4 		$395K Buy
5,495
+1,815
+49% +$133K 0.12% 212
2021
Q3 		$281K Hold
3,680
– – 0.08% 255
2021
Q2 		$270K Sell
3,680
-600
-14% -$46.5K 0.08% 260
2021
Q1 		$320K Buy
+4,280
New +$308K 0.1% 249

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
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
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
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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return