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

Retirement Planning Group (Kansas)’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
2025 Q1	–	Sell	-47,315	Closed	-$3.42M	–	301
2024 Q4	$3.42M	Buy	47,315 +46	+0.1%	+$3.54K	0.17%	50
2024 Q3	$4.04M	Sell	47,269 -29	-0.1%	-$2.38K	0.22%	52
2024 Q2	$3.72M	Sell	47,298 -356	-0.7%	-$29K	0.24%	43
2024 Q1	$4.2M	Buy	47,654 +356	+0.8%	+$29.9K	0.32%	37
2023 Q4	$3.74M	Buy	47,298 +5	+0%	+$366	0.33%	33
2023 Q3	$3.52M	Hold	47,293	–	–	0.37%	28
2023 Q2	$3.82M	Hold	47,293	–	–	0.38%	28
2023 Q1	$3.64M	Hold	47,293	–	–	0.39%	27
2022 Q4	$3.53M	Hold	47,293	–	–	0.4%	25
2022 Q3	$3.15M	Hold	47,293	–	–	0.4%	25
2022 Q2	$3.3M	Hold	47,293	–	–	0.41%	20
2022 Q1	$3.9M	Sell	47,293 -447	-0.9%	-$33.6K	0.43%	23
2021 Q4	$3.43M	Buy	+47,740	New	+$3.49M	0.33%	21

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Planning Group (Kansas)'s CP Position: Q1 2025 in Review

Retirement Planning Group (Kansas) sold out of Canadian Pacific Kansas City (CP) in Q1 2025, closing a stake of 47,315 shares — an estimated $3.42M sold.

Retirement Planning Group (Kansas) first reported a position in CP in Q4 2021 and held it in 13 quarters. The position peaked at $4.2M in Q1 2024. 972 funds tracked by Wall St. Rank hold CP as of Q1 2025.

Retirement Planning Group (Kansas) reported no remaining Canadian Pacific Kansas City position as of Q1 2025 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 47,315 Canadian Pacific Kansas City shares in Q1 2025, an estimated $3.42M.
Retirement Planning Group (Kansas) first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 13 quarters.
Retirement Planning Group (Kansas)'s Canadian Pacific Kansas City position peaked at $4.2M in Q1 2024.
972 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2025, filed 10 Apr 2025.