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

Reston 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
2024
Q4 		– Sell
-80
Closed -$6.84K – 142
2024
Q3 		$6.84K Buy
+80
New +$6.58K ﹤0.01% 280

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Reston Wealth Management's CP Position: Q4 2024 in Review

Reston Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 80 shares — an estimated $6.84K sold.

Reston Wealth Management first reported a position in CP in Q3 2024 and held it in 1 quarter. The position peaked at $6.84K in Q3 2024. 1,000 funds tracked by Wall St. Rank hold CP as of Q4 2024.

  • Reston Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 80 Canadian Pacific Kansas City shares in Q4 2024, an estimated $6.84K.
  • Reston Wealth Management first reported a position in Canadian Pacific Kansas City in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Canadian Pacific Kansas City position peaked at $6.84K in Q3 2024.
  • 1,000 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.