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

Marks Group 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
2025
Q3 		– Sell
-42,133
Closed -$3.34M – 297
2025
Q2 		$3.34M Sell
42,133
-56
-0.1% -$4.31K 0.31% 96
2025
Q1 		$2.96M Sell
42,189
-50,504
-54% -$3.84M 0.29% 98
2024
Q4 		$6.71M Buy
92,693
+6,266
+7% +$483K 0.66% 71
2024
Q3 		$7.39M Buy
86,427
+4,113
+5% +$338K 0.71% 72
2024
Q2 		$6.48M Buy
82,314
+3,694
+5% +$301K 0.68% 72
2024
Q1 		$6.93M Buy
78,620
+6,423
+9% +$539K 0.72% 64
2023
Q4 		$5.71M Buy
72,197
+3,675
+5% +$269K 0.65% 71
2023
Q3 		$5.1M Buy
68,522
+830
+1% +$65.8K 0.63% 74
2023
Q2 		$5.47M Buy
67,692
+288
+0.4% +$22.7K 0.65% 70
2023
Q1 		$5.19M Sell
67,404
-583
-0.9% -$45K 0.66% 67
2022
Q4 		$5.07M Buy
67,987
+8,175
+14% +$615K 0.69% 65
2022
Q3 		$3.99M Buy
59,812
+44,723
+296% +$3.38M 0.61% 69
2022
Q2 		$1.05M Sell
15,089
-472
-3% -$34.2K 0.15% 153
2022
Q1 		$1.28M Buy
+15,561
New +$1.17M 0.16% 140

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Marks Group Wealth Management's CP Position: Q3 2025 in Review

Marks Group Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q3 2025, closing a stake of 42,133 shares — an estimated $3.34M sold.

Marks Group Wealth Management first reported a position in CP in Q1 2022 and held it in 14 quarters. The position peaked at $7.39M in Q3 2024. 949 funds tracked by Wall St. Rank hold CP as of Q3 2025.

  • Marks Group Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q3 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 42,133 Canadian Pacific Kansas City shares in Q3 2025, an estimated $3.34M.
  • Marks Group Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2022 and held it in 14 quarters.
  • Marks Group Wealth Management's Canadian Pacific Kansas City position peaked at $7.39M in Q3 2024.
  • 949 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on Marks Group Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.