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

MinichMacGregor 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
2023
Q1 		– Sell
-80
Closed -$5.97K – 202
2022
Q4 		$5.97K Buy
+80
New +$6.02K ﹤0.01% 467

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

MinichMacGregor Wealth Management's CP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2023, closing a stake of 80 shares — an estimated $5.97K sold.

MinichMacGregor Wealth Management first reported a position in CP in Q4 2022 and held it in 1 quarter. The position peaked at $5.97K in Q4 2022. 837 funds tracked by Wall St. Rank hold CP as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 80 Canadian Pacific Kansas City shares in Q1 2023, an estimated $5.97K.
  • MinichMacGregor Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Canadian Pacific Kansas City position peaked at $5.97K in Q4 2022.
  • 837 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.