Realta Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Realta Investment 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	-2,854	Closed	-$205K	–	434
2021 Q4	$205K	Buy	+2,854	New	+$208K	0.05%	394
2021 Q3	–	Sell	-2,614	Closed	-$201K	–	410
2021 Q2	$201K	Buy	+2,614	New	+$203K	0.05%	378
2020 Q1	–	Sell	-990	Closed	-$47K	–	505
2019 Q4	$47K	Sell	990 -175	-15%	-$8.2K	0.01%	678
2019 Q3	$51K	Sell	1,165 -550	-32%	-$25.9K	0.01%	666
2019 Q2	$81K	Buy	1,715 +770	+81%	+$34.4K	0.02%	554
2019 Q1	$39K	Buy	+945	New	+$37.9K	0.02%	608

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

Realta Investment Advisors's CP Position: Q1 2022 in Review

Realta Investment Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2022, closing a stake of 2,854 shares — an estimated $205K sold.

Realta Investment Advisors first reported a position in CP in Q1 2019 and held it in 6 quarters. The position peaked at $205K in Q4 2021. 859 funds tracked by Wall St. Rank hold CP as of Q1 2022.

Realta Investment Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2022 after selling out during the quarter.
Realta Investment Advisors sold 2,854 Canadian Pacific Kansas City shares in Q1 2022, an estimated $205K.
Realta Investment Advisors first reported a position in Canadian Pacific Kansas City in Q1 2019 and held it in 6 quarters.
Realta Investment Advisors's Canadian Pacific Kansas City position peaked at $205K in Q4 2021.
859 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2022.

Based on Realta Investment Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.