Parisi Gray Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Parisi Gray 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
2021 Q3	–	Sell	-1,482	Closed	-$114K	–	221
2021 Q2	$114K	Buy	+1,482	New	+$115K	0.04%	184
2019 Q2	–	Sell	-1,675	Closed	-$69K	–	186
2019 Q1	$69K	Hold	1,675	–	–	0.04%	174
2018 Q4	$59K	Hold	1,675	–	–	0.04%	183
2018 Q3	$71K	Hold	1,675	–	–	0.04%	175
2018 Q2	$61K	Sell	1,675 -45	-3%	-$1.66K	0.04%	201
2018 Q1	$61K	Hold	1,720	–	–	0.05%	189
2017 Q4	$63K	Buy	+1,720	New	+$59.9K	0.05%	188

Other funds holding CP

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Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return