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Ropes Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Ropes Wealth Advisors’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
2021
Q1 		– Sell
-140
Closed -$10K – 360
2020
Q4 		$10K Buy
+140
New +$9.11K ﹤0.01% 533
2019
Q3 		– Sell
-375
Closed -$18K – 551
2019
Q2 		$18K Buy
+375
New +$16.7K ﹤0.01% 442

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ropes Wealth Advisors's CP Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2021, closing a stake of 140 shares — an estimated $10K sold.

Ropes Wealth Advisors first reported a position in CP in Q2 2019 and held it in 2 quarters. The position peaked at $18K in Q2 2019. 562 funds tracked by Wall St. Rank hold CP as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 140 Canadian Pacific Kansas City shares in Q1 2021, an estimated $10K.
  • Ropes Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q2 2019 and held it in 2 quarters.
  • Ropes Wealth Advisors's Canadian Pacific Kansas City position peaked at $18K in Q2 2019.
  • 562 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.