Sowell Financial Services’s Canadian Pacific Kansas City CP Stock Holding History

Sowell Financial Services’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	-2,010	Closed	-$156K	–	952
2021 Q1	$156K	Buy	2,010 +1,415	+238%	+$102K	0.01%	1175
2020 Q4	$41K	Buy	595 +515	+644%	+$33.5K	﹤0.01%	1469
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	1982
2020 Q2	$4K	Hold	80	–	–	﹤0.01%	1947
2020 Q1	$4K	Sell	80 -110	-58%	-$5.41K	﹤0.01%	1876
2019 Q4	$10K	Buy	190 +85	+81%	+$3.98K	﹤0.01%	1677
2019 Q3	$5K	Buy	+105	New	+$4.94K	﹤0.01%	1750

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

Sowell Financial Services's CP Position: Q2 2021 in Review

Sowell Financial Services sold out of Canadian Pacific Kansas City (CP) in Q2 2021, closing a stake of 2,010 shares — an estimated $156K sold.

Sowell Financial Services first reported a position in CP in Q3 2019 and held it in 7 quarters. The position peaked at $156K in Q1 2021. 557 funds tracked by Wall St. Rank hold CP as of Q2 2021.

Sowell Financial Services reported no remaining Canadian Pacific Kansas City position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,010 Canadian Pacific Kansas City shares in Q2 2021, an estimated $156K.
Sowell Financial Services first reported a position in Canadian Pacific Kansas City in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Canadian Pacific Kansas City position peaked at $156K in Q1 2021.
557 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.