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 London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Liberty Wealth Management's CP Position: Q4 2021 in Review

Liberty Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2021, closing a stake of 391 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in CP in Q4 2018 and held it in 10 quarters. The position peaked at $37K in Q2 2019. 913 funds tracked by Wall St. Rank hold CP as of Q4 2021.

Liberty Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 391 Canadian Pacific Kansas City shares in Q4 2021, an estimated $29K.
Liberty Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2018 and held it in 10 quarters.
Liberty Wealth Management's Canadian Pacific Kansas City position peaked at $37K in Q2 2019.
913 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.