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Lake Street Private Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-3,164
Closed -$221K – 287
2022
Q2 		$221K Sell
3,164
-783
-20% -$56.7K 0.05% 264
2022
Q1 		$326K Sell
3,947
-924
-19% -$69.5K 0.06% 239
2021
Q4 		$351K Buy
+4,871
New +$356K 0.06% 236

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Lake Street Private Wealth's CP Position: Q3 2022 in Review

Lake Street Private Wealth sold out of Canadian Pacific Kansas City (CP) in Q3 2022, closing a stake of 3,164 shares — an estimated $221K sold.

Lake Street Private Wealth first reported a position in CP in Q4 2021 and held it in 3 quarters. The position peaked at $351K in Q4 2021. 824 funds tracked by Wall St. Rank hold CP as of Q3 2022.

  • Lake Street Private Wealth reported no remaining Canadian Pacific Kansas City position as of Q3 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 3,164 Canadian Pacific Kansas City shares in Q3 2022, an estimated $221K.
  • Lake Street Private Wealth first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 3 quarters.
  • Lake Street Private Wealth's Canadian Pacific Kansas City position peaked at $351K in Q4 2021.
  • 824 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2022.

Based on Lake Street Private Wealth's 13F filing for Q3 2022, filed 21 Oct 2022.