Seven Springs Wealth Group’s Canadian Pacific Kansas City CP Stock Holding History

Seven Springs 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
2021 Q2	–	Sell	-550	Closed	-$42K	–	89
2021 Q1	$42K	Buy	+550	New	+$39.6K	0.02%	85
2020 Q3	–	Sell	-550	Closed	-$28K	–	135
2020 Q2	$28K	Hold	550	–	–	0.02%	81
2020 Q1	$24K	Hold	550	–	–	0.02%	84
2019 Q4	$28K	Buy	+550	New	+$25.8K	0.02%	116

Other funds holding CP

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ECU

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Seven Springs Wealth Group's CP Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Canadian Pacific Kansas City (CP) in Q2 2021, closing a stake of 550 shares — an estimated $42K sold.

Seven Springs Wealth Group first reported a position in CP in Q4 2019 and held it in 4 quarters. The position peaked at $42K in Q1 2021. 557 funds tracked by Wall St. Rank hold CP as of Q2 2021.

Seven Springs Wealth Group reported no remaining Canadian Pacific Kansas City position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 550 Canadian Pacific Kansas City shares in Q2 2021, an estimated $42K.
Seven Springs Wealth Group first reported a position in Canadian Pacific Kansas City in Q4 2019 and held it in 4 quarters.
Seven Springs Wealth Group's Canadian Pacific Kansas City position peaked at $42K in Q1 2021.
557 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.