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

Tradition 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
2024 Q1	–	Sell	-982	Closed	-$78K	–	540
2023 Q4	$78K	Hold	982	–	–	0.01%	529
2023 Q3	$73K	Buy	982 +339	+53%	+$26.9K	0.01%	516
2023 Q2	$52K	Hold	643	–	–	0.01%	612
2023 Q1	$49K	Buy	643 +27	+4%	+$2.08K	0.01%	607
2022 Q4	$46K	Hold	616	–	–	0.01%	547
2022 Q3	$41K	Hold	616	–	–	0.01%	555
2022 Q2	$43K	Hold	616	–	–	0.01%	487
2022 Q1	$51K	Buy	616 +71	+13%	+$5.34K	0.01%	512
2021 Q4	$39K	Buy	545 +10	+2%	+$730	﹤0.01%	590
2021 Q3	$35K	Hold	535	–	–	0.01%	604
2021 Q2	$41K	Buy	+535	New	+$41.5K	0.01%	577

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PSCM

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

Tradition Wealth Management's CP Position: Q1 2024 in Review

Tradition Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q1 2024, closing a stake of 982 shares — an estimated $78K sold.

Tradition Wealth Management first reported a position in CP in Q2 2021 and held it in 11 quarters. The position peaked at $78K in Q4 2023. 965 funds tracked by Wall St. Rank hold CP as of Q1 2024.

Tradition Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 982 Canadian Pacific Kansas City shares in Q1 2024, an estimated $78K.
Tradition Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's Canadian Pacific Kansas City position peaked at $78K in Q4 2023.
965 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.