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

Sutton 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
2023 Q3	$11.3K	Sell	152 -23	-13%	-$1.82K	0.01%	446
2023 Q2	$14.1K	Sell	175 -6	-3%	-$474	0.01%	401
2023 Q1	$13.9K	Sell	181 -11	-6%	-$849	0.01%	360
2022 Q4	$14.3K	Hold	192	–	–	0.01%	825
2022 Q3	$12.8K	Hold	192	–	–	0.01%	817
2022 Q2	$13.4K	Sell	192 -11	-5%	-$797	0.01%	807
2022 Q1	$16.8K	Sell	203 -2	-1%	-$150	0.01%	770
2021 Q4	$14.7K	Buy	+205	New	+$15K	﹤0.01%	808

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Sutton Wealth Advisors's CP Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Canadian Pacific Kansas City (CP) stake by 13% in Q3 2023, selling an estimated $1.82K and leaving 152 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #446.

Sutton Wealth Advisors first reported a position in CP in Q4 2021 and has held it in 8 quarters since. The position peaked at $16.8K in Q1 2022. 902 funds tracked by Wall St. Rank hold CP as of Q3 2023.

Sutton Wealth Advisors held 152 shares of Canadian Pacific Kansas City worth $11.3K as of Q3 2023.
Sutton Wealth Advisors sold 23 Canadian Pacific Kansas City shares in Q3 2023, an estimated $1.82K.
Canadian Pacific Kansas City made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #446 holding.
Sutton Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 8 quarters since.
Sutton Wealth Advisors's Canadian Pacific Kansas City position peaked at $16.8K in Q1 2022.
902 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.