Patriot Financial Group Insurance Agency’s Canadian Pacific Kansas City CP Stock Holding History

Patriot Financial Group Insurance Agency’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 Q4	–	Sell	-1,000	Closed	-$65K	–	2160
2021 Q3	$65K	Hold	1,000	–	–	0.01%	775
2021 Q2	$77K	Hold	1,000	–	–	0.01%	702
2021 Q1	$76K	Hold	1,000	–	–	0.02%	638
2020 Q4	$69K	Buy	+1,000	New	+$65.1K	0.02%	589

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's CP Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Canadian Pacific Kansas City (CP) in Q4 2021, closing a stake of 1,000 shares — an estimated $65K sold.

Patriot Financial Group Insurance Agency first reported a position in CP in Q4 2020 and held it in 4 quarters. The position peaked at $77K in Q2 2021. 915 funds tracked by Wall St. Rank hold CP as of Q4 2021.

Patriot Financial Group Insurance Agency reported no remaining Canadian Pacific Kansas City position as of Q4 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,000 Canadian Pacific Kansas City shares in Q4 2021, an estimated $65K.
Patriot Financial Group Insurance Agency first reported a position in Canadian Pacific Kansas City in Q4 2020 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's Canadian Pacific Kansas City position peaked at $77K in Q2 2021.
915 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.