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

Operose 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
2025
Q1 		– Sell
-95
Closed -$6.88K – 405
2024
Q4 		$6.88K Buy
+95
New +$7.32K ﹤0.01% 333
2023
Q4 		– Sell
-1,053
Closed -$78.4K – 632
2023
Q3 		$78.4K Buy
+1,053
New +$83.5K 0.03% 238

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Operose Advisors's CP Position: Q1 2025 in Review

Operose Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2025, closing a stake of 95 shares — an estimated $6.88K sold.

Operose Advisors first reported a position in CP in Q3 2023 and held it in 2 quarters. The position peaked at $78.4K in Q3 2023. 972 funds tracked by Wall St. Rank hold CP as of Q1 2025.

  • Operose Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2025 after selling out during the quarter.
  • Operose Advisors sold 95 Canadian Pacific Kansas City shares in Q1 2025, an estimated $6.88K.
  • Operose Advisors first reported a position in Canadian Pacific Kansas City in Q3 2023 and held it in 2 quarters.
  • Operose Advisors's Canadian Pacific Kansas City position peaked at $78.4K in Q3 2023.
  • 972 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2025.

Based on Operose Advisors's 13F filing for Q1 2025, filed 12 May 2025.