Marshall Financial Group (Maryland)’s Canadian Pacific Kansas City CP Stock Holding History

Marshall Financial Group (Maryland)’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 Q2	–	Sell	-15,639	Closed	-$1.29M	–	191
2022 Q1	$1.29M	Sell	15,639 -6	-0%	-$451	0.53%	59
2021 Q4	$1.13M	Buy	15,645 +1,860	+13%	+$136K	0.41%	82
2021 Q3	$897K	Buy	13,785 +964	+8%	+$68.7K	0.46%	68
2021 Q2	$986K	Sell	12,821 -2,964	-19%	-$230K	0.53%	61
2021 Q1	$1.2M	Buy	15,785 +625	+4%	+$45K	0.72%	49
2020 Q4	$1.05M	Buy	+15,160	New	+$987K	0.69%	59

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Marshall Financial Group (Maryland)'s CP Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Canadian Pacific Kansas City (CP) in Q2 2022, closing a stake of 15,639 shares — an estimated $1.29M sold.

Marshall Financial Group (Maryland) first reported a position in CP in Q4 2020 and held it in 6 quarters. The position peaked at $1.29M in Q1 2022. 845 funds tracked by Wall St. Rank hold CP as of Q2 2022.

Marshall Financial Group (Maryland) reported no remaining Canadian Pacific Kansas City position as of Q2 2022 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 15,639 Canadian Pacific Kansas City shares in Q2 2022, an estimated $1.29M.
Marshall Financial Group (Maryland) first reported a position in Canadian Pacific Kansas City in Q4 2020 and held it in 6 quarters.
Marshall Financial Group (Maryland)'s Canadian Pacific Kansas City position peaked at $1.29M in Q1 2022.
845 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.