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Sunesis Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Sunesis 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
Q1 		– Sell
-2,770
Closed -$219K – 58
2023
Q4 		$219K Hold
2,770
– – 0.13% 65
2023
Q3 		$206K Buy
+2,770
New +$220K 0.15% 64
2023
Q1 		$213K Buy
+2,770
New +$214K 0.15% 65

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Sunesis Advisors's CP Position: Q1 2024 in Review

Sunesis Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2024, closing a stake of 2,770 shares — an estimated $219K sold.

Sunesis Advisors first reported a position in CP in Q1 2023 and held it in 3 quarters. The position peaked at $219K in Q4 2023. 965 funds tracked by Wall St. Rank hold CP as of Q1 2024.

  • Sunesis Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2024 after selling out during the quarter.
  • Sunesis Advisors sold 2,770 Canadian Pacific Kansas City shares in Q1 2024, an estimated $219K.
  • Sunesis Advisors first reported a position in Canadian Pacific Kansas City in Q1 2023 and held it in 3 quarters.
  • Sunesis Advisors's Canadian Pacific Kansas City position peaked at $219K in Q4 2023.
  • 965 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2024.

Based on Sunesis Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.