Kings Point Capital Management’s Canadian Pacific Kansas City CP Stock Holding History

Kings Point Capital 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
2022 Q1	$33K	Hold	400	–	–	﹤0.01%	404
2021 Q4	$29K	Hold	400	–	–	﹤0.01%	471
2021 Q3	$26K	Hold	400	–	–	﹤0.01%	448
2021 Q2	$31K	Hold	400	–	–	﹤0.01%	409
2021 Q1	$30K	Hold	400	–	–	﹤0.01%	400
2020 Q4	$28K	Hold	400	–	–	﹤0.01%	382
2020 Q3	$24K	Hold	400	–	–	﹤0.01%	391
2020 Q2	$20K	Hold	400	–	–	﹤0.01%	363
2020 Q1	$18K	Sell	400 -1,500	-79%	-$73.8K	﹤0.01%	378
2019 Q4	$97K	Hold	1,900	–	–	0.01%	241
2019 Q3	$85K	Hold	1,900	–	–	0.01%	237
2019 Q2	$89K	Hold	1,900	–	–	0.02%	203
2019 Q1	$78K	Hold	1,900	–	–	0.02%	192
2018 Q4	$67K	Buy	1,900 +1,500	+375%	+$60K	0.01%	191
2018 Q3	$17K	Hold	400	–	–	﹤0.01%	325
2018 Q2	$15K	Hold	400	–	–	﹤0.01%	332
2018 Q1	$14K	Hold	400	–	–	﹤0.01%	341
2017 Q4	$15K	Hold	400	–	–	﹤0.01%	336
2017 Q3	$13K	Hold	400	–	–	﹤0.01%	335
2017 Q2	$13K	Hold	400	–	–	﹤0.01%	317
2017 Q1	$12K	Hold	400	–	–	﹤0.01%	332
2016 Q4	$11K	Hold	400	–	–	﹤0.01%	298
2016 Q3	$12K	Hold	400	–	–	﹤0.01%	290
2016 Q2	$10K	Hold	400	–	–	﹤0.01%	319
2016 Q1	$11K	Hold	400	–	–	﹤0.01%	312
2015 Q4	$10K	Hold	400	–	–	﹤0.01%	347
2015 Q3	$11K	Sell	400 -620	-61%	-$18.7K	﹤0.01%	359
2015 Q2	$33K	Hold	1,020	–	–	0.01%	253
2015 Q1	$37K	Hold	1,020	–	–	0.01%	247
2014 Q4	$39K	Buy	1,020 +620	+155%	+$24.5K	0.01%	229
2014 Q3	$17K	Hold	400	–	–	0.01%	265
2014 Q2	$14K	Hold	400	–	–	﹤0.01%	295
2014 Q1	$12K	Hold	400	–	–	﹤0.01%	256
2013 Q4	$12K	Buy	+400	New	+$11.5K	﹤0.01%	244

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

ECU

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Kings Point Capital Management's CP Position: Q1 2022 in Review

Kings Point Capital Management held its Canadian Pacific Kansas City (CP) position steady in Q1 2022 at 400 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Kings Point Capital Management first reported a position in CP in Q4 2013 and has held it in 34 quarters since. The position peaked at $97K in Q4 2019. 859 funds tracked by Wall St. Rank hold CP as of Q1 2022.

Kings Point Capital Management held 400 shares of Canadian Pacific Kansas City worth $33K as of Q1 2022.
Kings Point Capital Management left its Canadian Pacific Kansas City share count unchanged in Q1 2022.
Canadian Pacific Kansas City made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #404 holding.
Kings Point Capital Management first reported a position in Canadian Pacific Kansas City in Q4 2013 and has held it in 34 quarters since.
Kings Point Capital Management's Canadian Pacific Kansas City position peaked at $97K in Q4 2019.
859 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.