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LGT Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

LGT Financial 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
2025
Q3 		– Sell
-52
Closed -$4.12K – 448
2025
Q2 		$4.12K Buy
+52
New +$4K 0.01% 311

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LGT Financial Advisors's CP Position: Q3 2025 in Review

LGT Financial Advisors sold out of Canadian Pacific Kansas City (CP) in Q3 2025, closing a stake of 52 shares — an estimated $4.12K sold.

LGT Financial Advisors first reported a position in CP in Q2 2025 and held it in 1 quarter. The position peaked at $4.12K in Q2 2025. 951 funds tracked by Wall St. Rank hold CP as of Q3 2025.

  • LGT Financial Advisors reported no remaining Canadian Pacific Kansas City position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 52 Canadian Pacific Kansas City shares in Q3 2025, an estimated $4.12K.
  • LGT Financial Advisors first reported a position in Canadian Pacific Kansas City in Q2 2025 and held it in 1 quarter.
  • LGT Financial Advisors's Canadian Pacific Kansas City position peaked at $4.12K in Q2 2025.
  • 951 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.