Retirement Group’s Canadian Pacific Kansas City CP Stock Holding History

Retirement Group’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 Q1	$1.76K	Hold	20	–	–	﹤0.01%	666
2023 Q4	$1.58K	Hold	20	–	–	﹤0.01%	661
2023 Q3	$1.49K	Hold	20	–	–	﹤0.01%	606
2023 Q2	$1.61K	Hold	20	–	–	﹤0.01%	636
2023 Q1	$2K	Hold	20	–	–	﹤0.01%	576
2022 Q4	$1K	Buy	+20	New	+$1.5K	﹤0.01%	561
2022 Q3	–	Sell	-20	Closed	-$1K	–	545
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	670
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	616
2021 Q4	$1K	Buy	+20	New	+$1.46K	﹤0.01%	648

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PSCM

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

Retirement Group's CP Position: Q1 2024 in Review

Retirement Group held its Canadian Pacific Kansas City (CP) position steady in Q1 2024 at 20 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Retirement Group first reported a position in CP in Q4 2021 and has held it in 9 quarters since. The position peaked at $2K in Q1 2023. 965 funds tracked by Wall St. Rank hold CP as of Q1 2024.

Retirement Group held 20 shares of Canadian Pacific Kansas City worth $1.76K as of Q1 2024.
Retirement Group left its Canadian Pacific Kansas City share count unchanged in Q1 2024.
Canadian Pacific Kansas City made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #666 holding.
Retirement Group first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 9 quarters since.
Retirement Group's Canadian Pacific Kansas City position peaked at $2K in Q1 2023.
965 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.