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Pacific Capital Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Pacific Capital Wealth 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
2024
Q4 		– Sell
-10
Closed -$855 – 422
2024
Q3 		$855 Buy
+10
New +$822 ﹤0.01% 434

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Pacific Capital Wealth Advisors's CP Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 10 shares — an estimated $855 sold.

Pacific Capital Wealth Advisors first reported a position in CP in Q3 2024 and held it in 1 quarter. The position peaked at $855 in Q3 2024. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 10 Canadian Pacific Kansas City shares in Q4 2024, an estimated $855.
  • Pacific Capital Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Canadian Pacific Kansas City position peaked at $855 in Q3 2024.
  • 997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.