Pinnacle Wealth Management Advisory Group’s Canadian Pacific Kansas City CP Stock Holding History

Pinnacle Wealth Management Advisory Group’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	-2,429	Closed	-$208K	–	363
2024 Q3	$208K	Buy	+2,429	New	+$200K	0.02%	338
2024 Q2	–	Sell	-2,429	Closed	-$214K	–	355
2024 Q1	$214K	Buy	+2,429	New	+$204K	0.02%	321

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

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

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

Pinnacle Wealth Management Advisory Group's CP Position: Q4 2024 in Review

Pinnacle Wealth Management Advisory Group sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,429 shares — an estimated $208K sold.

Pinnacle Wealth Management Advisory Group first reported a position in CP in Q1 2024 and held it in 2 quarters. The position peaked at $214K in Q1 2024. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Pinnacle Wealth Management Advisory Group reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 2,429 Canadian Pacific Kansas City shares in Q4 2024, an estimated $208K.
Pinnacle Wealth Management Advisory Group first reported a position in Canadian Pacific Kansas City in Q1 2024 and held it in 2 quarters.
Pinnacle Wealth Management Advisory Group's Canadian Pacific Kansas City position peaked at $214K in Q1 2024.
997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q4 2024, filed 31 Jan 2025.