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

Meridian 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
2021
Q2 		– Sell
-90
Closed -$7K – 345
2021
Q1 		$7K Buy
+90
New +$6.48K ﹤0.01% 556

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Fidelity Investments
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WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Meridian Wealth Partners's CP Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Canadian Pacific Kansas City (CP) in Q2 2021, closing a stake of 90 shares — an estimated $7K sold.

Meridian Wealth Partners first reported a position in CP in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 557 funds tracked by Wall St. Rank hold CP as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Canadian Pacific Kansas City position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 90 Canadian Pacific Kansas City shares in Q2 2021, an estimated $7K.
  • Meridian Wealth Partners first reported a position in Canadian Pacific Kansas City in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Canadian Pacific Kansas City position peaked at $7K in Q1 2021.
  • 557 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.