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Momentum Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Momentum 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
2022
Q4 		$624K Sell
8,360
-102
-1% -$7.67K 0.63% 33
2022
Q3 		$565K Buy
+8,462
New +$639K 0.62% 31

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $9.01B AUM 30.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Momentum Advisors's CP Position: Q4 2022 in Review

Momentum Advisors reduced its Canadian Pacific Kansas City (CP) stake by 1.2% in Q4 2022, selling an estimated $7.67K and leaving 8,360 shares worth $624K. The position accounts for 0.63% of the portfolio, ranked #33.

Momentum Advisors first reported a position in CP in Q3 2022 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold CP as of Q4 2022.

  • Momentum Advisors held 8,360 shares of Canadian Pacific Kansas City worth $624K as of Q4 2022.
  • Momentum Advisors sold 102 Canadian Pacific Kansas City shares in Q4 2022, an estimated $7.67K.
  • Canadian Pacific Kansas City made up 0.63% of Momentum Advisors's portfolio in Q4 2022, its #33 holding.
  • Momentum Advisors first reported a position in Canadian Pacific Kansas City in Q3 2022 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.