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Monumental Financial Group’s Canadian Pacific Kansas City CP Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-14,526
Closed -$1.12M – 55
2023
Q1 		$1.12M Buy
14,526
+1,158
+9% +$89.4K 0.8% 37
2022
Q4 		$997K Buy
+13,368
New +$1.01M 0.8% 32

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Monumental Financial Group's CP Position: Q2 2023 in Review

Monumental Financial Group sold out of Canadian Pacific Kansas City (CP) in Q2 2023, closing a stake of 14,526 shares — an estimated $1.12M sold.

Monumental Financial Group first reported a position in CP in Q4 2022 and held it in 2 quarters. The position peaked at $1.12M in Q1 2023. 883 funds tracked by Wall St. Rank hold CP as of Q2 2023.

  • Monumental Financial Group reported no remaining Canadian Pacific Kansas City position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 14,526 Canadian Pacific Kansas City shares in Q2 2023, an estimated $1.12M.
  • Monumental Financial Group first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 2 quarters.
  • Monumental Financial Group's Canadian Pacific Kansas City position peaked at $1.12M in Q1 2023.
  • 883 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.