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

Prestige Wealth Management 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
2022 Q1	–	Sell	-36	Closed	-$3K	–	988
2021 Q4	$3K	Buy	+36	New	+$2.63K	﹤0.01%	717
2019 Q4	–	Sell	-15	Closed	-$1K	–	588
2019 Q3	$1K	Buy	+15	New	+$706	﹤0.01%	529
2019 Q1	–	Sell	-60	Closed	-$2K	–	627
2018 Q4	$2K	Buy	+60	New	+$2.4K	﹤0.01%	802

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

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

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

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

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Prestige Wealth Management Group's CP Position: Q1 2022 in Review

Prestige Wealth Management Group sold out of Canadian Pacific Kansas City (CP) in Q1 2022, closing a stake of 36 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in CP in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 859 funds tracked by Wall St. Rank hold CP as of Q1 2022.

Prestige Wealth Management Group reported no remaining Canadian Pacific Kansas City position as of Q1 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 36 Canadian Pacific Kansas City shares in Q1 2022, an estimated $3K.
Prestige Wealth Management Group first reported a position in Canadian Pacific Kansas City in Q4 2018 and held it in 3 quarters.
Prestige Wealth Management Group's Canadian Pacific Kansas City position peaked at $3K in Q4 2021.
859 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Prestige Wealth Management Group's 13F filing for Q1 2022, filed 5 May 2022.