SFMG Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

SFMG Wealth 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
2024 Q4	–	Sell	-2,365	Closed	-$202K	–	278
2024 Q3	$202K	Buy	+2,365	New	+$194K	0.02%	250
2024 Q2	–	Sell	-4,358	Closed	-$384K	–	275
2024 Q1	$384K	Buy	4,358 +283	+7%	+$23.8K	0.03%	174
2023 Q4	$322K	Buy	4,075 +10	+0.2%	+$732	0.03%	182
2023 Q3	$302K	Buy	4,065 +81	+2%	+$6.42K	0.03%	179
2023 Q2	$322K	Sell	3,984 -236	-6%	-$18.6K	0.03%	171
2023 Q1	$325K	Hold	4,220	–	–	0.04%	169
2022 Q4	$315K	Sell	4,220 -390	-8%	-$29.3K	0.03%	176
2022 Q3	$309K	Sell	4,610 -976	-17%	-$73.7K	0.04%	170
2022 Q2	$390K	Sell	5,586 -938	-14%	-$67.9K	0.05%	150
2022 Q1	$538K	Hold	6,524	–	–	0.05%	135
2021 Q4	$469K	Buy	+6,524	New	+$477K	0.05%	158

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

SFMG Wealth Advisors's CP Position: Q4 2024 in Review

SFMG Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,365 shares — an estimated $202K sold.

SFMG Wealth Advisors first reported a position in CP in Q4 2021 and held it in 11 quarters. The position peaked at $538K in Q1 2022. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

SFMG Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
SFMG Wealth Advisors sold 2,365 Canadian Pacific Kansas City shares in Q4 2024, an estimated $202K.
SFMG Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 11 quarters.
SFMG Wealth Advisors's Canadian Pacific Kansas City position peaked at $538K in Q1 2022.
997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on SFMG Wealth Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.