PFG Private Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

PFG Private 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
2023 Q4	–	Sell	-1,090	Closed	-$81.1K	–	245
2023 Q3	$81.1K	Buy	+1,090	New	+$86.5K	0.06%	71
2022 Q1	–	Sell	-1,363	Closed	-$98K	–	306
2021 Q4	$98K	Buy	1,363 +316	+30%	+$23.1K	0.05%	120
2021 Q3	$68K	Buy	+1,047	New	+$74.6K	0.04%	132

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

PFG Private Wealth Management's CP Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2023, closing a stake of 1,090 shares — an estimated $81.1K sold.

PFG Private Wealth Management first reported a position in CP in Q3 2021 and held it in 3 quarters. The position peaked at $98K in Q4 2021. 946 funds tracked by Wall St. Rank hold CP as of Q4 2023.

PFG Private Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 1,090 Canadian Pacific Kansas City shares in Q4 2023, an estimated $81.1K.
PFG Private Wealth Management first reported a position in Canadian Pacific Kansas City in Q3 2021 and held it in 3 quarters.
PFG Private Wealth Management's Canadian Pacific Kansas City position peaked at $98K in Q4 2021.
946 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.