Lenox Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Lenox Wealth Advisors’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 Q1	$0	Buy	1,000 +977	+4,248%	+$73.5K	﹤0.01%	808
2021 Q4	$2K	Buy	+23	New	+$1.68K	﹤0.01%	703
2014 Q1	–	Sell	-140	Closed	-$4K	–	215
2013 Q4	$4K	Sell	140 -145	-51%	-$4.18K	﹤0.01%	247
2013 Q3	$7K	Buy	+285	New	+$7.04K	0.01%	123

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Lenox Wealth Advisors's CP Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Canadian Pacific Kansas City (CP) stake by 4,248% in Q1 2022, buying an estimated $73.5K and bringing the position to 1,000 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Lenox Wealth Advisors first reported a position in CP in Q3 2013 and has held it in 4 quarters since. The position peaked at $7K in Q3 2013. 859 funds tracked by Wall St. Rank hold CP as of Q1 2022.

Lenox Wealth Advisors held 1,000 shares of Canadian Pacific Kansas City worth $0 as of Q1 2022.
Lenox Wealth Advisors bought 977 Canadian Pacific Kansas City shares in Q1 2022, an estimated $73.5K.
Canadian Pacific Kansas City made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #808 holding.
Lenox Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q3 2013 and has held it in 4 quarters since.
Lenox Wealth Advisors's Canadian Pacific Kansas City position peaked at $7K in Q3 2013.
859 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.