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Professional Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Professional Financial Advisors’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
-360
Closed -$26K – 478
2021
Q4 		$26K Buy
+360
New +$26.3K 0.01% 227
2020
Q3 		– Sell
-4,585
Closed -$234K – 339
2020
Q2 		$234K Buy
+4,585
New +$217K 0.31% 63

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Professional Financial Advisors's CP Position: Q1 2022 in Review

Professional Financial Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2022, closing a stake of 360 shares — an estimated $26K sold.

Professional Financial Advisors first reported a position in CP in Q2 2020 and held it in 2 quarters. The position peaked at $234K in Q2 2020. 858 funds tracked by Wall St. Rank hold CP as of Q1 2022.

  • Professional Financial Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 360 Canadian Pacific Kansas City shares in Q1 2022, an estimated $26K.
  • Professional Financial Advisors first reported a position in Canadian Pacific Kansas City in Q2 2020 and held it in 2 quarters.
  • Professional Financial Advisors's Canadian Pacific Kansas City position peaked at $234K in Q2 2020.
  • 858 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Professional Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.