LA
CP icon

LVW Advisors’s Canadian Pacific Kansas City CP Stock Holding History

LVW 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
2023
Q3 		– Sell
-2,661
Closed -$215K – 224
2023
Q2 		$215K Buy
+2,661
New +$210K 0.04% 188

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

LVW Advisors's CP Position: Q3 2023 in Review

LVW Advisors sold out of Canadian Pacific Kansas City (CP) in Q3 2023, closing a stake of 2,661 shares — an estimated $215K sold.

LVW Advisors first reported a position in CP in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 901 funds tracked by Wall St. Rank hold CP as of Q3 2023.

  • LVW Advisors reported no remaining Canadian Pacific Kansas City position as of Q3 2023 after selling out during the quarter.
  • LVW Advisors sold 2,661 Canadian Pacific Kansas City shares in Q3 2023, an estimated $215K.
  • LVW Advisors first reported a position in Canadian Pacific Kansas City in Q2 2023 and held it in 1 quarter.
  • LVW Advisors's Canadian Pacific Kansas City position peaked at $215K in Q2 2023.
  • 901 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

Based on LVW Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.