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

Sugarloaf 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
2024 Q4	$13.6K	Hold	188	–	–	﹤0.01%	452
2024 Q3	$16.1K	Buy	+188	New	+$15.5K	﹤0.01%	446
2024 Q1	–	Sell	-527	Closed	-$41.7K	–	689
2023 Q4	$41.7K	Hold	527	–	–	0.01%	305
2023 Q3	$39.2K	Hold	527	–	–	0.01%	311
2023 Q2	$42.6K	Hold	527	–	–	0.01%	310
2023 Q1	$40.5K	Hold	527	–	–	0.01%	316
2022 Q4	$39.3K	Hold	527	–	–	0.01%	318
2022 Q3	$36K	Hold	527	–	–	0.01%	340
2022 Q2	$37K	Buy	+527	New	+$38.2K	0.01%	333
2022 Q1	–	Sell	-527	Closed	-$38K	–	722
2021 Q4	$38K	Buy	+527	New	+$38.5K	0.01%	327

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

Sugarloaf Wealth Management's CP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q4 2024 at 188 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Sugarloaf Wealth Management first reported a position in CP in Q4 2021 and has held it in 10 quarters since. The position peaked at $42.6K in Q2 2023. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

Sugarloaf Wealth Management held 188 shares of Canadian Pacific Kansas City worth $13.6K as of Q4 2024.
Sugarloaf Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q4 2024.
Canadian Pacific Kansas City made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #452 holding.
Sugarloaf Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 10 quarters since.
Sugarloaf Wealth Management's Canadian Pacific Kansas City position peaked at $42.6K in Q2 2023.
997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.