Johanson Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Johanson Financial 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
2021 Q4	$415K	Buy	5,762 +218	+4%	+$15.9K	0.13%	95
2021 Q3	$361K	Buy	5,544 +9	+0.2%	+$641	0.12%	93
2021 Q2	$402K	Buy	5,535 +10	+0.2%	+$775	0.14%	89
2021 Q1	$413K	Buy	5,525 +10	+0.2%	+$720	0.15%	87
2020 Q4	$382K	Sell	5,515 -190	-3%	-$12.4K	0.15%	89
2020 Q3	$348K	Buy	5,705 +15	+0.3%	+$856	0.16%	85
2020 Q2	$291K	Buy	5,690 +450	+9%	+$21.3K	0.15%	86
2020 Q1	$229K	Buy	5,240 +280	+6%	+$13.8K	0.13%	85
2019 Q4	$253K	Buy	4,960 +330	+7%	+$15.5K	0.11%	92
2019 Q3	$207K	Sell	4,630 -20	-0.4%	-$941	0.11%	97
2019 Q2	$220K	Buy	+4,650	New	+$208K	0.12%	94

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

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

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

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

ECU

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Johanson Financial Advisors's CP Position: Q4 2021 in Review

Johanson Financial Advisors increased its Canadian Pacific Kansas City (CP) stake by 3.9% in Q4 2021, buying an estimated $15.9K and bringing the position to 5,762 shares worth $415K. The position accounts for 0.13% of the portfolio, ranked #95.

Johanson Financial Advisors first reported a position in CP in Q2 2019 and has held it in 11 quarters since. 913 funds tracked by Wall St. Rank hold CP as of Q4 2021.

Johanson Financial Advisors held 5,762 shares of Canadian Pacific Kansas City worth $415K as of Q4 2021.
Johanson Financial Advisors bought 218 Canadian Pacific Kansas City shares in Q4 2021, an estimated $15.9K.
Canadian Pacific Kansas City made up 0.13% of Johanson Financial Advisors's portfolio in Q4 2021, its #95 holding.
Johanson Financial Advisors first reported a position in Canadian Pacific Kansas City in Q2 2019 and has held it in 11 quarters since.
913 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.