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Journey Strategic Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Journey Strategic Wealth’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
2025
Q3 		– Sell
-2,950
Closed -$234K – 724
2025
Q2 		$234K Sell
2,950
-4,582
-61% -$352K 0.01% 544
2025
Q1 		$529K Buy
7,532
+1,468
+24% +$112K 0.02% 216
2024
Q4 		$439K Sell
6,064
-2,412
-28% -$186K 0.02% 246
2024
Q3 		$725K Buy
8,476
+536
+7% +$44.1K 0.03% 166
2024
Q2 		$625K Buy
7,940
+1,618
+26% +$132K 0.03% 139
2024
Q1 		$558K Buy
+6,322
New +$531K 0.02% 126

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Journey Strategic Wealth's CP Position: Q3 2025 in Review

Journey Strategic Wealth sold out of Canadian Pacific Kansas City (CP) in Q3 2025, closing a stake of 2,950 shares — an estimated $234K sold.

Journey Strategic Wealth first reported a position in CP in Q1 2024 and held it in 6 quarters. The position peaked at $725K in Q3 2024. 949 funds tracked by Wall St. Rank hold CP as of Q3 2025.

  • Journey Strategic Wealth reported no remaining Canadian Pacific Kansas City position as of Q3 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,950 Canadian Pacific Kansas City shares in Q3 2025, an estimated $234K.
  • Journey Strategic Wealth first reported a position in Canadian Pacific Kansas City in Q1 2024 and held it in 6 quarters.
  • Journey Strategic Wealth's Canadian Pacific Kansas City position peaked at $725K in Q3 2024.
  • 949 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.