Planning Capital Management Corporation’s Canadian Pacific Kansas City CP Stock Holding History

Planning Capital Management Corporation’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 Q3	$20K	Buy	234 +81	+53%	+$6.66K	0.01%	295
2024 Q2	$12K	Hold	153	–	–	0.01%	385
2024 Q1	$13.5K	Hold	153	–	–	0.01%	369
2023 Q4	$12.1K	Buy	+153	New	+$11.2K	0.01%	397

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $115B AUM 41.58% 1-Year Est. Return

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

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

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

PSCM

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

Planning Capital Management Corporation's CP Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Canadian Pacific Kansas City (CP) stake by 53% in Q3 2024, buying an estimated $6.66K and bringing the position to 234 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #295.

Planning Capital Management Corporation first reported a position in CP in Q4 2023 and has held it in 4 quarters since. 979 funds tracked by Wall St. Rank hold CP as of Q3 2024.

Planning Capital Management Corporation held 234 shares of Canadian Pacific Kansas City worth $20K as of Q3 2024.
Planning Capital Management Corporation bought 81 Canadian Pacific Kansas City shares in Q3 2024, an estimated $6.66K.
Canadian Pacific Kansas City made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #295 holding.
Planning Capital Management Corporation first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 4 quarters since.
979 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.