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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-144	Closed	-$11.3K	–	390
2024 Q2	$11.3K	Hold	144	–	–	0.01%	513
2024 Q1	$12.7K	Buy	+144	New	+$12.1K	0.01%	509
2023 Q3	–	Sell	-47	Closed	-$3.82K	–	598
2023 Q2	$3.82K	Hold	47	–	–	﹤0.01%	470
2023 Q1	$3.64K	Hold	47	–	–	﹤0.01%	465
2022 Q4	$3.53K	Buy	+47	New	+$3.54K	﹤0.01%	700

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Register Financial Advisors's CP Position: Q3 2024 in Review

Register Financial Advisors sold out of Canadian Pacific Kansas City (CP) in Q3 2024, closing a stake of 144 shares — an estimated $11.3K sold.

Register Financial Advisors first reported a position in CP in Q4 2022 and held it in 5 quarters. The position peaked at $12.7K in Q1 2024. 978 funds tracked by Wall St. Rank hold CP as of Q3 2024.

Register Financial Advisors reported no remaining Canadian Pacific Kansas City position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 144 Canadian Pacific Kansas City shares in Q3 2024, an estimated $11.3K.
Register Financial Advisors first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 5 quarters.
Register Financial Advisors's Canadian Pacific Kansas City position peaked at $12.7K in Q1 2024.
978 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.