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NewSquare Capital’s Canadian Pacific Kansas City CP Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-292
Closed -$23.1K – 400
2025
Q2 		$23.1K Buy
292
+155
+113% +$11.9K ﹤0.01% 452
2025
Q1 		$9.62K Buy
137
+105
+328% +$7.99K ﹤0.01% 557
2024
Q4 		$2.32K Buy
+32
New +$2.46K ﹤0.01% 519

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

NewSquare Capital's CP Position: Q3 2025 in Review

NewSquare Capital sold out of Canadian Pacific Kansas City (CP) in Q3 2025, closing a stake of 292 shares — an estimated $23.1K sold.

NewSquare Capital first reported a position in CP in Q4 2024 and held it in 3 quarters. The position peaked at $23.1K in Q2 2025. 949 funds tracked by Wall St. Rank hold CP as of Q3 2025.

  • NewSquare Capital reported no remaining Canadian Pacific Kansas City position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 292 Canadian Pacific Kansas City shares in Q3 2025, an estimated $23.1K.
  • NewSquare Capital first reported a position in Canadian Pacific Kansas City in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Canadian Pacific Kansas City position peaked at $23.1K in Q2 2025.
  • 949 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.