TWA
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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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return