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Richardson Financial Services’s Canadian Pacific Kansas City CP Stock Holding History

Richardson Financial Services’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
-14
Closed -$1.15K – 622
2024
Q3 		$1.15K Buy
14
+7
+100% +$576 ﹤0.01% 549
2024
Q2 		$551 Sell
7
-5
-42% -$407 ﹤0.01% 564
2024
Q1 		$1.06K Buy
+12
New +$1.01K ﹤0.01% 544

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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

Richardson Financial Services's CP Position: Q4 2024 in Review

Richardson Financial Services sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 14 shares — an estimated $1.15K sold.

Richardson Financial Services first reported a position in CP in Q1 2024 and held it in 3 quarters. The position peaked at $1.15K in Q3 2024. 1,000 funds tracked by Wall St. Rank hold CP as of Q4 2024.

  • Richardson Financial Services reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 14 Canadian Pacific Kansas City shares in Q4 2024, an estimated $1.15K.
  • Richardson Financial Services first reported a position in Canadian Pacific Kansas City in Q1 2024 and held it in 3 quarters.
  • Richardson Financial Services's Canadian Pacific Kansas City position peaked at $1.15K in Q3 2024.
  • 1,000 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.