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

Kolinsky 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	$317K	Sell	4,386 -546	-11%	-$42.1K	0.19%	109
2024 Q3	$422K	Buy	4,932 +184	+4%	+$15.1K	0.27%	80
2024 Q2	$374K	Buy	+4,748	New	+$386K	0.27%	82
2023 Q3	–	Sell	-3,136	Closed	-$249K	–	134
2023 Q2	$249K	Buy	3,136 +5	+0.2%	+$395	0.24%	105
2023 Q1	$241K	Sell	3,131 -278	-8%	-$21.5K	0.26%	105
2022 Q4	$254K	Sell	3,409 -25	-0.7%	-$1.88K	0.29%	95
2022 Q3	$229K	Sell	3,434 -103	-3%	-$7.78K	0.29%	97
2022 Q2	$247K	Buy	3,537 +14	+0.4%	+$1.01K	0.29%	92
2022 Q1	$291K	Sell	3,523 -105	-3%	-$7.9K	0.29%	86
2021 Q4	$261K	Buy	+3,628	New	+$265K	0.24%	112

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

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

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

Kolinsky Wealth Management reduced its Canadian Pacific Kansas City (CP) stake by 11% in Q4 2024, selling an estimated $42.1K and leaving 4,386 shares worth $317K. The position accounts for 0.19% of the portfolio, ranked #109.

Kolinsky Wealth Management first reported a position in CP in Q4 2021 and has held it in 10 quarters since. The position peaked at $422K in Q3 2024. 999 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Kolinsky Wealth Management held 4,386 shares of Canadian Pacific Kansas City worth $317K as of Q4 2024.
Kolinsky Wealth Management sold 546 Canadian Pacific Kansas City shares in Q4 2024, an estimated $42.1K.
Canadian Pacific Kansas City made up 0.19% of Kolinsky Wealth Management's portfolio in Q4 2024, its #109 holding.
Kolinsky Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 10 quarters since.
Kolinsky Wealth Management's Canadian Pacific Kansas City position peaked at $422K in Q3 2024.
999 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.