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Triad Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Triad Wealth Partners’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
-44
Closed -$3.46K – 226
2024
Q2 		$3.46K Buy
+44
New +$3.58K ﹤0.01% 648

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mackenzie Financial
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

Triad Wealth Partners's CP Position: Q3 2024 in Review

Triad Wealth Partners sold out of Canadian Pacific Kansas City (CP) in Q3 2024, closing a stake of 44 shares — an estimated $3.46K sold.

Triad Wealth Partners first reported a position in CP in Q2 2024 and held it in 1 quarter. The position peaked at $3.46K in Q2 2024. 978 funds tracked by Wall St. Rank hold CP as of Q3 2024.

  • Triad Wealth Partners reported no remaining Canadian Pacific Kansas City position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 44 Canadian Pacific Kansas City shares in Q3 2024, an estimated $3.46K.
  • Triad Wealth Partners first reported a position in Canadian Pacific Kansas City in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Canadian Pacific Kansas City position peaked at $3.46K in Q2 2024.
  • 978 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.