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

SeaCrest 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
2025
Q3 		– Sell
-2,631
Closed -$209K – 641
2025
Q2 		$209K Buy
+2,631
New +$202K 0.02% 566
2025
Q1 		– Sell
-2,956
Closed -$214K – 668
2024
Q4 		$214K Sell
2,956
-204
-6% -$15.7K 0.02% 602
2024
Q3 		$270K Buy
3,160
+16
+0.5% +$1.31K 0.03% 520
2024
Q2 		$248K Sell
3,144
-206
-6% -$16.8K 0.03% 521
2024
Q1 		$295K Buy
3,350
+24
+0.7% +$2.02K 0.04% 445
2023
Q4 		$262K Buy
3,326
+195
+6% +$14.3K 0.03% 497
2023
Q3 		$233K Buy
3,131
+277
+10% +$22K 0.03% 520
2023
Q2 		$231K Buy
+2,854
New +$225K 0.03% 538
2023
Q1 		– Sell
-3,033
Closed -$226K – 643
2022
Q4 		$226K Sell
3,033
-7
-0.2% -$527 0.03% 522
2022
Q3 		$203K Buy
3,040
+19
+0.6% +$1.44K 0.03% 546
2022
Q2 		$211K Sell
3,021
-850
-22% -$61.5K 0.03% 582
2022
Q1 		$320K Buy
3,871
+366
+10% +$27.5K 0.04% 487
2021
Q4 		$252K Buy
+3,505
New +$256K 0.03% 568
2019
Q2 		– Sell
-3,360
Closed -$138K – 775
2019
Q1 		$138K Sell
3,360
-165
-5% -$6.62K 0.02% 582
2018
Q4 		$125K Sell
3,525
-45
-1% -$1.8K 0.03% 578
2018
Q3 		$151K Hold
3,570
– – 0.03% 606
2018
Q2 		$131K Sell
3,570
-20
-0.6% -$736 0.02% 636
2018
Q1 		$127K Sell
3,590
-1,330
-27% -$48K 0.02% 626
2017
Q4 		$180K Buy
+4,920
New +$171K 0.03% 528

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

SeaCrest Wealth Management's CP Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q3 2025, closing a stake of 2,631 shares — an estimated $209K sold.

SeaCrest Wealth Management first reported a position in CP in Q4 2017 and held it in 19 quarters. The position peaked at $320K in Q1 2022. 951 funds tracked by Wall St. Rank hold CP as of Q3 2025.

  • SeaCrest Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q3 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,631 Canadian Pacific Kansas City shares in Q3 2025, an estimated $209K.
  • SeaCrest Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2017 and held it in 19 quarters.
  • SeaCrest Wealth Management's Canadian Pacific Kansas City position peaked at $320K in Q1 2022.
  • 951 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.