Janiczek Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Janiczek Wealth Management’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 Q2	$174K	Sell	2,215 -711	-24%	-$57.9K	0.04%	204
2024 Q1	$258K	Buy	2,926 +682	+30%	+$57.2K	0.05%	154
2023 Q4	$177K	Buy	2,244 +719	+47%	+$52.6K	0.04%	173
2023 Q3	$114K	Buy	1,525 +211	+16%	+$16.7K	0.03%	229
2023 Q2	$106K	Buy	1,314 +128	+11%	+$10.1K	0.03%	205
2023 Q1	$92.7K	Sell	1,186 -21	-2%	-$1.62K	0.03%	229
2022 Q4	$94.1K	Buy	1,207 +81	+7%	+$6.09K	0.03%	234
2022 Q3	$77K	Sell	1,126 -312	-22%	-$23.6K	0.03%	243
2022 Q2	$113K	Buy	1,438 +1,264	+726%	+$91.5K	0.03%	188
2022 Q1	$14K	Buy	174 +152	+691%	+$11.4K	﹤0.01%	514
2021 Q4	$2K	Buy	+22	New	+$1.61K	﹤0.01%	816

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Janiczek Wealth Management's CP Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Canadian Pacific Kansas City (CP) stake by 24% in Q2 2024, selling an estimated $57.9K and leaving 2,215 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #204.

Janiczek Wealth Management first reported a position in CP in Q4 2021 and has held it in 11 quarters since. The position peaked at $258K in Q1 2024. 968 funds tracked by Wall St. Rank hold CP as of Q2 2024.

Janiczek Wealth Management held 2,215 shares of Canadian Pacific Kansas City worth $174K as of Q2 2024.
Janiczek Wealth Management sold 711 Canadian Pacific Kansas City shares in Q2 2024, an estimated $57.9K.
Canadian Pacific Kansas City made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #204 holding.
Janiczek Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 11 quarters since.
Janiczek Wealth Management's Canadian Pacific Kansas City position peaked at $258K in Q1 2024.
968 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.