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Morton Brown Family Wealth’s Canadian Pacific Kansas City CP Stock Holding History

Morton Brown Family Wealth’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 		– Sell
-8
Closed -$1K – 180
2022
Q3 		$1K Buy
+8
New +$604 ﹤0.01% 188

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Fidelity International
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
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Bank of Montreal
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Morton Brown Family Wealth's CP Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Canadian Pacific Kansas City (CP) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in CP in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 909 funds tracked by Wall St. Rank hold CP as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Canadian Pacific Kansas City position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 8 Canadian Pacific Kansas City shares in Q4 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Canadian Pacific Kansas City in Q3 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Canadian Pacific Kansas City position peaked at $1K in Q3 2022.
  • 909 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.