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Pathstone Family Office’s Canadian Pacific Kansas City CP Stock Holding History

Pathstone Family Office’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
2022
Q2 		– Sell
-2,000
Closed -$10K – 1066
2022
Q1 		$10K Buy
+2,000
New +$150K ﹤0.01% 955

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Pathstone Family Office's CP Position: Q3 2023 in Review

Pathstone Family Office increased its Canadian Pacific Kansas City (CP) stake by 224% in Q3 2023, buying an estimated $2.12M and bringing the position to 38,751 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #397.

Pathstone Family Office first reported a position in CP in Q3 2014 and has held it in 13 quarters since. The position peaked at $2.91M in Q4 2022. 901 funds tracked by Wall St. Rank hold CP as of Q3 2023.

  • Pathstone Family Office held 38,751 shares of Canadian Pacific Kansas City worth $2.88M as of Q3 2023.
  • Pathstone Family Office bought 26,781 Canadian Pacific Kansas City shares in Q3 2023, an estimated $2.12M.
  • Canadian Pacific Kansas City made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #397 holding.
  • Pathstone Family Office first reported a position in Canadian Pacific Kansas City in Q3 2014 and has held it in 13 quarters since.
  • Pathstone Family Office's Canadian Pacific Kansas City position peaked at $2.91M in Q4 2022.
  • 901 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.