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Leverty Financial Group’s Canadian Pacific Kansas City CP Stock Holding History

Leverty Financial Group’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 		– Sell
-346
Closed -$24K – 43
2021
Q4 		$24K Buy
+346
New +$25.3K 0.02% 68

Other funds holding CP

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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Bank of Montreal
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

Leverty Financial Group's CP Position: Q1 2022 in Review

Leverty Financial Group sold out of Canadian Pacific Kansas City (CP) in Q1 2022, closing a stake of 346 shares — an estimated $24K sold.

Leverty Financial Group first reported a position in CP in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 859 funds tracked by Wall St. Rank hold CP as of Q1 2022.

  • Leverty Financial Group reported no remaining Canadian Pacific Kansas City position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 346 Canadian Pacific Kansas City shares in Q1 2022, an estimated $24K.
  • Leverty Financial Group first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group's Canadian Pacific Kansas City position peaked at $24K in Q4 2021.
  • 859 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.