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

Ruedi 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
Q3 		– Sell
-2
Closed -$157 – 381
2024
Q2 		$157 Buy
+2
New +$163 ﹤0.01% 465

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Ruedi Wealth Management's CP Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q3 2024, closing a stake of 2 shares — an estimated $157 sold.

Ruedi Wealth Management first reported a position in CP in Q2 2024 and held it in 1 quarter. The position peaked at $157 in Q2 2024. 980 funds tracked by Wall St. Rank hold CP as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 2 Canadian Pacific Kansas City shares in Q3 2024, an estimated $157.
  • Ruedi Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Canadian Pacific Kansas City position peaked at $157 in Q2 2024.
  • 980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.