Sage Private Wealth Group’s Canadian Pacific Kansas City CP Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-164	Closed	-$11K	–	71
2022 Q3	$11K	Sell	164 -207	-56%	-$15.6K	0.01%	143
2022 Q2	$26K	Hold	371	–	–	0.04%	103
2022 Q1	$31K	Hold	371	–	–	0.03%	102
2021 Q4	$26K	Buy	+371	New	+$27.1K	0.03%	108

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sage Private Wealth Group's CP Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Canadian Pacific Kansas City (CP) in Q4 2022, closing a stake of 164 shares — an estimated $11K sold.

Sage Private Wealth Group first reported a position in CP in Q4 2021 and held it in 4 quarters. The position peaked at $31K in Q1 2022. 909 funds tracked by Wall St. Rank hold CP as of Q4 2022.

Sage Private Wealth Group reported no remaining Canadian Pacific Kansas City position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 164 Canadian Pacific Kansas City shares in Q4 2022, an estimated $11K.
Sage Private Wealth Group first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 4 quarters.
Sage Private Wealth Group's Canadian Pacific Kansas City position peaked at $31K in Q1 2022.
909 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.