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 London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Insight Advisors's CP Position: Q4 2024 in Review

Insight Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,538 shares — an estimated $217K sold.

Insight Advisors first reported a position in CP in Q1 2021 and held it in 14 quarters. The position peaked at $448K in Q1 2022. 999 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Insight Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
Insight Advisors sold 2,538 Canadian Pacific Kansas City shares in Q4 2024, an estimated $217K.
Insight Advisors first reported a position in Canadian Pacific Kansas City in Q1 2021 and held it in 14 quarters.
Insight Advisors's Canadian Pacific Kansas City position peaked at $448K in Q1 2022.
999 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Insight Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.