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

TCI 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 Q2	–	Sell	-344	Closed	-$26.5K	–	643
2023 Q1	$26.5K	Hold	344	–	–	﹤0.01%	604
2022 Q4	$25.7K	Hold	344	–	–	﹤0.01%	594
2022 Q3	$23K	Hold	344	–	–	﹤0.01%	594
2022 Q2	$24K	Hold	344	–	–	﹤0.01%	579
2022 Q1	$29K	Sell	344 -94	-21%	-$7.07K	﹤0.01%	546
2021 Q4	$32K	Buy	438 +238	+119%	+$17.4K	﹤0.01%	516
2021 Q3	$13K	Hold	200	–	–	﹤0.01%	909
2021 Q2	$15K	Hold	200	–	–	﹤0.01%	703
2021 Q1	$15K	Hold	200	–	–	0.01%	650
2020 Q4	$14K	Buy	+200	New	+$13K	0.01%	565
2020 Q1	–	Sell	-1,110	Closed	-$57K	–	1518
2019 Q4	$57K	Buy	+1,110	New	+$52K	0.02%	351

Other funds holding CP

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

ECU

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

TCI Wealth Advisors's CP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q2 2023, closing a stake of 344 shares — an estimated $26.5K sold.

TCI Wealth Advisors first reported a position in CP in Q4 2019 and held it in 11 quarters. The position peaked at $57K in Q4 2019. 883 funds tracked by Wall St. Rank hold CP as of Q2 2023.

TCI Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 344 Canadian Pacific Kansas City shares in Q2 2023, an estimated $26.5K.
TCI Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2019 and held it in 11 quarters.
TCI Wealth Advisors's Canadian Pacific Kansas City position peaked at $57K in Q4 2019.
883 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.