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Mowery & Schoenfeld Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Mowery & Schoenfeld 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
2025
Q2 		– Sell
-31
Closed -$2.18K – 403
2025
Q1 		$2.18K Buy
+31
New +$2.36K ﹤0.01% 384

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CP Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q2 2025, closing a stake of 31 shares — an estimated $2.18K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CP in Q1 2025 and held it in 1 quarter. The position peaked at $2.18K in Q1 2025. 991 funds tracked by Wall St. Rank hold CP as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 31 Canadian Pacific Kansas City shares in Q2 2025, an estimated $2.18K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Canadian Pacific Kansas City in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Canadian Pacific Kansas City position peaked at $2.18K in Q1 2025.
  • 991 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.