SYSTM Wealth Solutions’s Canadian Pacific Kansas City CP Stock Holding History

SYSTM Wealth Solutions’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 Q3	–	Sell	-4,175	Closed	-$329K	–	206
2024 Q2	$329K	Sell	4,175 -10,353	-71%	-$843K	0.07%	165
2024 Q1	$1.28M	Sell	14,528 -1,104	-7%	-$92.7K	0.16%	167
2023 Q4	$1.24M	Sell	15,632 -589	-4%	-$43.1K	0.17%	167
2023 Q3	$1.21M	Buy	16,221 +3,096	+24%	+$246K	0.19%	152
2023 Q2	$1.06M	Buy	13,125 +1,709	+15%	+$135K	0.14%	190
2023 Q1	$878K	Sell	11,416 -69	-0.6%	-$5.33K	0.14%	191
2022 Q4	$857K	Buy	+11,485	New	+$864K	0.11%	239

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

PSCM

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

SYSTM Wealth Solutions's CP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Canadian Pacific Kansas City (CP) in Q3 2024, closing a stake of 4,175 shares — an estimated $329K sold.

SYSTM Wealth Solutions first reported a position in CP in Q4 2022 and held it in 7 quarters. The position peaked at $1.28M in Q1 2024. 978 funds tracked by Wall St. Rank hold CP as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Canadian Pacific Kansas City position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 4,175 Canadian Pacific Kansas City shares in Q3 2024, an estimated $329K.
SYSTM Wealth Solutions first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Canadian Pacific Kansas City position peaked at $1.28M in Q1 2024.
978 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.