Schechter Investment Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Schechter Investment 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
2025 Q1	$266K	Sell	3,792 -664	-15%	-$50.5K	0.02%	494
2024 Q4	$323K	Sell	4,456 -581	-12%	-$44.8K	0.02%	476
2024 Q3	$431K	Sell	5,037 -77	-2%	-$6.33K	0.03%	427
2024 Q2	$403K	Sell	5,114 -211	-4%	-$17.2K	0.03%	419
2024 Q1	$470K	Buy	5,325 +479	+10%	+$40.2K	0.04%	389
2023 Q4	$385K	Sell	4,846 -2,299	-32%	-$168K	0.03%	402
2023 Q3	$533K	Buy	7,145 +66	+0.9%	+$5.24K	0.05%	325
2023 Q2	$572K	Buy	7,079 +43	+0.6%	+$3.4K	0.05%	358
2023 Q1	$541K	Buy	7,036 +281	+4%	+$21.7K	0.05%	391
2022 Q4	$504K	Buy	6,755 +1,326	+24%	+$99.8K	0.05%	502
2022 Q3	$362K	Buy	5,429 +432	+9%	+$32.6K	0.04%	622
2022 Q2	$349K	Sell	4,997 -958	-16%	-$69.4K	0.03%	647
2022 Q1	$492K	Buy	5,955 +1,106	+23%	+$83.2K	0.05%	532
2021 Q4	$348K	Buy	+4,849	New	+$354K	0.03%	630

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

Schechter Investment Advisors's CP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Canadian Pacific Kansas City (CP) stake by 15% in Q1 2025, selling an estimated $50.5K and leaving 3,792 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #494.

Schechter Investment Advisors first reported a position in CP in Q4 2021 and has held it in 14 quarters since. The position peaked at $572K in Q2 2023. 972 funds tracked by Wall St. Rank hold CP as of Q1 2025.

Schechter Investment Advisors held 3,792 shares of Canadian Pacific Kansas City worth $266K as of Q1 2025.
Schechter Investment Advisors sold 664 Canadian Pacific Kansas City shares in Q1 2025, an estimated $50.5K.
Canadian Pacific Kansas City made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #494 holding.
Schechter Investment Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Canadian Pacific Kansas City position peaked at $572K in Q2 2023.
972 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.