Kiely Wealth Advisory Group’s Canadian Pacific Kansas City CP Stock Holding History

Kiely Wealth Advisory Group’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	$7.81K	Hold	100	–	–	0.01%	217
2024 Q3	$7.71K	Buy	+100	New	+$8.22K	﹤0.01%	220
2024 Q2	–	Sell	-100	Closed	-$8.17K	–	304
2024 Q1	$8.17K	Hold	100	–	–	﹤0.01%	180
2023 Q4	$7.88K	Buy	+100	New	+$7.32K	﹤0.01%	183

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kiely Wealth Advisory Group's CP Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Canadian Pacific Kansas City (CP) position steady in Q4 2024 at 100 shares worth $7.81K. The position accounts for 0.01% of the portfolio, ranked #217.

Kiely Wealth Advisory Group first reported a position in CP in Q4 2023 and has held it in 4 quarters since. The position peaked at $8.17K in Q1 2024. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Kiely Wealth Advisory Group held 100 shares of Canadian Pacific Kansas City worth $7.81K as of Q4 2024.
Kiely Wealth Advisory Group left its Canadian Pacific Kansas City share count unchanged in Q4 2024.
Canadian Pacific Kansas City made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #217 holding.
Kiely Wealth Advisory Group first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 4 quarters since.
Kiely Wealth Advisory Group's Canadian Pacific Kansas City position peaked at $8.17K in Q1 2024.
997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.