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

Kingsview 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 Q4	–	Sell	-2,471	Closed	-$211K	–	1123
2024 Q3	$211K	Buy	+2,471	New	+$203K	﹤0.01%	1021
2022 Q2	–	Sell	-3,494	Closed	-$288K	–	820
2022 Q1	$288K	Buy	+3,494	New	+$263K	0.01%	712
2020 Q1	–	Sell	-4,000	Closed	-$204K	–	512
2019 Q4	$204K	Buy	+4,000	New	+$188K	0.03%	441

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

Kingsview Wealth Management's CP Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,471 shares — an estimated $211K sold.

Kingsview Wealth Management first reported a position in CP in Q4 2019 and held it in 3 quarters. The position peaked at $288K in Q1 2022. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Kingsview Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
Kingsview Wealth Management sold 2,471 Canadian Pacific Kansas City shares in Q4 2024, an estimated $211K.
Kingsview Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2019 and held it in 3 quarters.
Kingsview Wealth Management's Canadian Pacific Kansas City position peaked at $288K in Q1 2022.
997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.