TFC Financial Management’s Canadian Pacific Kansas City CP Stock Holding History

TFC Financial Management’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	-900	Closed	-$70.9K	–	1024
2024 Q2	$70.9K	Hold	900	–	–	0.01%	211
2024 Q1	$79.4K	Hold	900	–	–	0.01%	196
2023 Q4	$71.2K	Buy	900 +300	+50%	+$22K	0.01%	197
2023 Q3	$44.6K	Hold	600	–	–	0.01%	227
2023 Q2	$48.5K	Hold	600	–	–	0.01%	221
2023 Q1	$46.2K	Hold	600	–	–	0.01%	237
2022 Q4	$44.8K	Buy	+600	New	+$45.1K	0.01%	208

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

TFC Financial Management's CP Position: Q3 2024 in Review

TFC Financial Management sold out of Canadian Pacific Kansas City (CP) in Q3 2024, closing a stake of 900 shares — an estimated $70.9K sold.

TFC Financial Management first reported a position in CP in Q4 2022 and held it in 7 quarters. The position peaked at $79.4K in Q1 2024. 978 funds tracked by Wall St. Rank hold CP as of Q3 2024.

TFC Financial Management reported no remaining Canadian Pacific Kansas City position as of Q3 2024 after selling out during the quarter.
TFC Financial Management sold 900 Canadian Pacific Kansas City shares in Q3 2024, an estimated $70.9K.
TFC Financial Management first reported a position in Canadian Pacific Kansas City in Q4 2022 and held it in 7 quarters.
TFC Financial Management's Canadian Pacific Kansas City position peaked at $79.4K in Q1 2024.
978 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on TFC Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.