Total Clarity Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-1,000	Closed	-$70K	–	356
2022 Q2	$70K	Sell	1,000 -10,865	-92%	-$787K	0.04%	361
2022 Q1	$979K	Sell	11,865 -144	-1%	-$10.8K	0.54%	56
2021 Q4	$864K	Buy	12,009 +11,009	+1,101%	+$804K	0.39%	66
2021 Q3	$65K	Buy	+1,000	New	+$71.3K	0.03%	365
2021 Q2	–	Sell	-1,000	Closed	-$76K	–	294
2021 Q1	$76K	Buy	+1,000	New	+$72K	0.04%	274
2020 Q1	–	Sell	-1,000	Closed	-$51K	–	186
2019 Q4	$51K	Buy	+1,000	New	+$46.9K	0.04%	263

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $10.4B AUM 25.66% 1-Year Est. Return

PSCM

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

Total Clarity Wealth Management's CP Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q3 2022, closing a stake of 1,000 shares — an estimated $70K sold.

Total Clarity Wealth Management first reported a position in CP in Q4 2019 and held it in 6 quarters. The position peaked at $979K in Q1 2022. 824 funds tracked by Wall St. Rank hold CP as of Q3 2022.

Total Clarity Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,000 Canadian Pacific Kansas City shares in Q3 2022, an estimated $70K.
Total Clarity Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2019 and held it in 6 quarters.
Total Clarity Wealth Management's Canadian Pacific Kansas City position peaked at $979K in Q1 2022.
824 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.