Tiedemann Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Tiedemann 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	$627K	Sell	8,412 -60	-0.7%	-$4.76K	0.03%	151
2023 Q2	$685K	Sell	8,472 -480	-5%	-$37.9K	0.03%	139
2023 Q1	$689K	Sell	8,952 -150	-2%	-$11.6K	0.03%	133
2022 Q4	$679K	Hold	9,102	–	–	0.03%	142
2022 Q3	$607K	Buy	9,102 +480	+6%	+$36.2K	0.04%	141
2022 Q2	$603K	Sell	8,622 -16,134	-65%	-$1.17M	0.05%	146
2022 Q1	$2.04M	Buy	24,756 +32	+0.1%	+$2.41K	0.1%	89
2021 Q4	$1.78M	Buy	+24,724	New	+$1.81M	0.09%	96

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 $9.01B AUM 30.26% 1-Year Est. Return

PSCM

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

Tiedemann Advisors's CP Position: Q3 2023 in Review

Tiedemann Advisors reduced its Canadian Pacific Kansas City (CP) stake by 0.71% in Q3 2023, selling an estimated $4.76K and leaving 8,412 shares worth $627K. The position accounts for 0.03% of the portfolio, ranked #151.

Tiedemann Advisors first reported a position in CP in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.04M in Q1 2022. 901 funds tracked by Wall St. Rank hold CP as of Q3 2023.

Tiedemann Advisors held 8,412 shares of Canadian Pacific Kansas City worth $627K as of Q3 2023.
Tiedemann Advisors sold 60 Canadian Pacific Kansas City shares in Q3 2023, an estimated $4.76K.
Canadian Pacific Kansas City made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #151 holding.
Tiedemann Advisors first reported a position in Canadian Pacific Kansas City in Q4 2021 and has held it in 8 quarters since.
Tiedemann Advisors's Canadian Pacific Kansas City position peaked at $2.04M in Q1 2022.
901 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.