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Legacy Wealth Management (Mississippi)’s Canadian Pacific Kansas City CP Stock Holding History

Legacy Wealth Management (Mississippi)’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
2025
Q2 		– Sell
-9,767
Closed -$686K – 95
2025
Q1 		$686K Buy
+9,767
New +$743K 0.22% 55

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s CP Position: Q2 2025 in Review

Legacy Wealth Management (Mississippi) sold out of Canadian Pacific Kansas City (CP) in Q2 2025, closing a stake of 9,767 shares — an estimated $686K sold.

Legacy Wealth Management (Mississippi) first reported a position in CP in Q1 2025 and held it in 1 quarter. The position peaked at $686K in Q1 2025. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

  • Legacy Wealth Management (Mississippi) reported no remaining Canadian Pacific Kansas City position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 9,767 Canadian Pacific Kansas City shares in Q2 2025, an estimated $686K.
  • Legacy Wealth Management (Mississippi) first reported a position in Canadian Pacific Kansas City in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Canadian Pacific Kansas City position peaked at $686K in Q1 2025.
  • 991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2025, filed 1 Jul 2025.