Tower View Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Tower View 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
2025 Q1	–	Sell	-26,322	Closed	-$1.9M	–	192
2024 Q4	$1.9M	Sell	26,322 -25,228	-49%	-$1.94M	1.01%	39
2024 Q3	$4.41M	Buy	51,550 +130	+0.3%	+$10.7K	2.41%	16
2024 Q2	$4.05M	Buy	51,420 +245	+0.5%	+$19.9K	2.32%	18
2024 Q1	$4.51M	Buy	51,175 +775	+2%	+$65.1K	2.64%	15
2023 Q4	$3.98M	Buy	50,400 +532	+1%	+$38.9K	2.47%	18
2023 Q3	$3.71M	Sell	49,868 -81	-0.2%	-$6.42K	2.61%	17
2023 Q2	$4.03M	Sell	49,949 -2,511	-5%	-$198K	2.74%	12
2023 Q1	$4.04M	Sell	52,460 -93	-0.2%	-$7.18K	2.71%	11
2022 Q4	$3.92M	Sell	52,553 -532	-1%	-$40K	2.73%	9
2022 Q3	$3.54M	Buy	53,085 +112	+0.2%	+$8.46K	2.69%	9
2022 Q2	$3.7M	Sell	52,973 -1,414	-3%	-$102K	2.72%	10
2022 Q1	$4.49M	Buy	54,387 +6,563	+14%	+$494K	2.41%	13
2021 Q4	$3.44M	Buy	+47,824	New	+$3.49M	1.75%	26

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tower View Wealth Management's CP Position: Q1 2025 in Review

Tower View Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2025, closing a stake of 26,322 shares — an estimated $1.9M sold.

Tower View Wealth Management first reported a position in CP in Q4 2021 and held it in 13 quarters. The position peaked at $4.51M in Q1 2024. 972 funds tracked by Wall St. Rank hold CP as of Q1 2025.

Tower View Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2025 after selling out during the quarter.
Tower View Wealth Management sold 26,322 Canadian Pacific Kansas City shares in Q1 2025, an estimated $1.9M.
Tower View Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 13 quarters.
Tower View Wealth Management's Canadian Pacific Kansas City position peaked at $4.51M in Q1 2024.
972 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2025.

Based on Tower View Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.