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Lumature Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Lumature Wealth Partners’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
-46
Closed -$3K – 406
2021
Q4 		$3K Buy
+46
New +$3.36K ﹤0.01% 381

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Vanguard Group
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Fidelity International
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Fidelity Investments
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
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

Lumature Wealth Partners's CP Position: Q1 2022 in Review

Lumature Wealth Partners sold out of Canadian Pacific Kansas City (CP) in Q1 2022, closing a stake of 46 shares — an estimated $3K sold.

Lumature Wealth Partners first reported a position in CP in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 859 funds tracked by Wall St. Rank hold CP as of Q1 2022.

  • Lumature Wealth Partners reported no remaining Canadian Pacific Kansas City position as of Q1 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 46 Canadian Pacific Kansas City shares in Q1 2022, an estimated $3K.
  • Lumature Wealth Partners first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 1 quarter.
  • Lumature Wealth Partners's Canadian Pacific Kansas City position peaked at $3K in Q4 2021.
  • 859 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Lumature Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.