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Red Door Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Red Door Wealth Management’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
2021
Q3 		– Sell
-2,650
Closed -$203K – 254
2021
Q2 		$203K Buy
+2,650
New +$205K 0.08% 143

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WCM Investment Management
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ECU
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Red Door Wealth Management's CP Position: Q3 2021 in Review

Red Door Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q3 2021, closing a stake of 2,650 shares — an estimated $203K sold.

Red Door Wealth Management first reported a position in CP in Q2 2021 and held it in 1 quarter. The position peaked at $203K in Q2 2021. 562 funds tracked by Wall St. Rank hold CP as of Q3 2021.

  • Red Door Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 2,650 Canadian Pacific Kansas City shares in Q3 2021, an estimated $203K.
  • Red Door Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Canadian Pacific Kansas City position peaked at $203K in Q2 2021.
  • 562 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.