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

Merriman 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
2024 Q4	$226K	Buy	3,116 +11	+0.4%	+$848	0.01%	190
2024 Q3	$266K	Sell	3,105 -317	-9%	-$26.1K	0.01%	187
2024 Q2	$270K	Hold	3,422	–	–	0.01%	182
2024 Q1	$302K	Sell	3,422 -28	-0.8%	-$2.35K	0.01%	165
2023 Q4	$273K	Buy	3,450 +123	+4%	+$9K	0.01%	164
2023 Q3	$248K	Hold	3,327	–	–	0.01%	164
2023 Q2	$269K	Hold	3,327	–	–	0.01%	185
2023 Q1	$256K	Hold	3,327	–	–	0.01%	171
2022 Q4	$249K	Buy	+3,327	New	+$250K	0.01%	181

Other funds holding CP

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Merriman Wealth Management's CP Position: Q4 2024 in Review

Merriman Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 0.35% in Q4 2024, buying an estimated $848 and bringing the position to 3,116 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #190.

Merriman Wealth Management first reported a position in CP in Q4 2022 and has held it in 9 quarters since. The position peaked at $302K in Q1 2024. 999 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Merriman Wealth Management held 3,116 shares of Canadian Pacific Kansas City worth $226K as of Q4 2024.
Merriman Wealth Management bought 11 Canadian Pacific Kansas City shares in Q4 2024, an estimated $848.
Canadian Pacific Kansas City made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #190 holding.
Merriman Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2022 and has held it in 9 quarters since.
Merriman Wealth Management's Canadian Pacific Kansas City position peaked at $302K in Q1 2024.
999 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.