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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

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Vanguard Group
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WCM Investment Management
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
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
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return