Liberty Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-391	Closed	-$29K	–	346
2021 Q3	$29K	Buy	+391	New	+$27.9K	0.01%	544
2021 Q2	–	Sell	-95	Closed	-$6K	–	1079
2021 Q1	$6K	Hold	95	–	–	﹤0.01%	671
2020 Q4	$6K	Buy	+95	New	+$6.18K	﹤0.01%	666
2020 Q3	–	Sell	-145	Closed	-$7K	–	871
2020 Q2	$7K	Hold	145	–	–	﹤0.01%	540
2020 Q1	$6K	Sell	145 -45	-24%	-$2.21K	0.01%	532
2019 Q4	$9K	Hold	190	–	–	0.01%	556
2019 Q3	$8K	Sell	190 -605	-76%	-$28.5K	0.01%	553
2019 Q2	$37K	Buy	795 +590	+288%	+$26.3K	0.03%	298
2019 Q1	$8K	Buy	205 +75	+58%	+$3.01K	0.01%	467
2018 Q4	$4K	Buy	+130	New	+$5.2K	﹤0.01%	578

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

Massachusetts Financial Services

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

WCM Investment Management

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

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

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Fidelity Investments

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

Fidelity International

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

Bank of Montreal

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return