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

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Fidelity Investments

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WCM Investment Management

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

Fidelity International

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Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Massachusetts Financial Services

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Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Mackenzie Financial

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