McClarren Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

McClarren Financial 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
2024 Q4	–	Sell	-85	Closed	-$139	–	225
2024 Q3	$139	Buy	85 +7	+9%	+$576	0.02%	87
2024 Q2	$133K	Buy	+78	New	+$6.35K	0.09%	90
2024 Q1	–	Sell	-1,697	Closed	-$134K	–	360
2023 Q4	$134K	Hold	1,697	–	–	0.1%	89
2023 Q3	$126K	Buy	+1,697	New	+$135K	0.11%	87
2023 Q2	–	Sell	-1,715	Closed	-$131K	–	354
2023 Q1	$131K	Hold	1,715	–	–	0.12%	84
2022 Q4	$127K	Hold	1,715	–	–	0.12%	88
2022 Q3	$114K	Buy	+1,715	New	+$129K	0.11%	84
2022 Q1	–	Sell	-1,715	Closed	-$124K	–	282
2021 Q4	$124K	Hold	1,715	–	–	0.08%	87
2021 Q3	$111K	Hold	1,715	–	–	0.09%	74
2021 Q2	$131K	Buy	+1,715	New	+$133K	0.11%	70
2021 Q1	–	Sell	-1,715	Closed	-$118K	–	274
2020 Q4	$118K	Buy	+1,715	New	+$112K	0.11%	69

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

McClarren Financial Advisors's CP Position: Q4 2024 in Review

McClarren Financial Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 85 shares — an estimated $139 sold.

McClarren Financial Advisors first reported a position in CP in Q4 2020 and held it in 11 quarters. The position peaked at $134K in Q4 2023. 998 funds tracked by Wall St. Rank hold CP as of Q4 2024.

McClarren Financial Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
McClarren Financial Advisors sold 85 Canadian Pacific Kansas City shares in Q4 2024, an estimated $139.
McClarren Financial Advisors first reported a position in Canadian Pacific Kansas City in Q4 2020 and held it in 11 quarters.
McClarren Financial Advisors's Canadian Pacific Kansas City position peaked at $134K in Q4 2023.
998 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on McClarren Financial Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.