Rational Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Rational 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
2024 Q4	–	Sell	-490	Closed	-$41.9K	–	119
2024 Q3	$41.9K	Sell	490 -74	-13%	-$6.08K	﹤0.01%	136
2024 Q2	$44.4K	Sell	564 -30	-5%	-$2.44K	﹤0.01%	161
2024 Q1	$52.4K	Hold	594	–	–	﹤0.01%	168
2023 Q4	$47K	Hold	594	–	–	﹤0.01%	160
2023 Q3	$44.2K	Sell	594 -16	-3%	-$1.27K	﹤0.01%	167
2023 Q2	$49.3K	Sell	610 -24	-4%	-$1.9K	﹤0.01%	166
2023 Q1	$48.8K	Buy	634 +24	+4%	+$1.85K	﹤0.01%	156
2022 Q4	$45.5K	Buy	610 +16	+3%	+$1.2K	﹤0.01%	138
2022 Q3	$40K	Buy	594 +30	+5%	+$2.27K	﹤0.01%	126
2022 Q2	$39K	Buy	564 +87	+18%	+$6.3K	﹤0.01%	142
2022 Q1	$39K	Buy	+477	New	+$35.9K	﹤0.01%	151
2019 Q1	–	Sell	-3,765	Closed	-$134K	–	537
2018 Q4	$134K	Buy	+3,765	New	+$151K	0.04%	217
2015 Q1	–	Sell	-20,000	Closed	-$771K	–	494
2014 Q4	$771K	Buy	+20,000	New	+$792K	0.15%	155

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

Rational Advisors's CP Position: Q4 2024 in Review

Rational Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 490 shares — an estimated $41.9K sold.

Rational Advisors first reported a position in CP in Q4 2014 and held it in 13 quarters. The position peaked at $771K in Q4 2014. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Rational Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
Rational Advisors sold 490 Canadian Pacific Kansas City shares in Q4 2024, an estimated $41.9K.
Rational Advisors first reported a position in Canadian Pacific Kansas City in Q4 2014 and held it in 13 quarters.
Rational Advisors's Canadian Pacific Kansas City position peaked at $771K in Q4 2014.
997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Rational Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.