V Wealth Advisors’s Canadian Pacific Kansas City CP Stock Holding History

V Wealth 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	$256K	Sell	3,440 -17,031	-83%	-$1.35M	0.21%	93
2023 Q2	$1.65M	Sell	20,471 -924	-4%	-$73K	0.28%	75
2023 Q1	$1.65M	Sell	21,395 -410	-2%	-$31.7K	0.31%	75
2022 Q4	$1.63M	Sell	21,805 -346	-2%	-$26K	0.34%	67
2022 Q3	$1.48M	Sell	22,151 -999	-4%	-$75.4K	0.3%	78
2022 Q2	$1.62M	Buy	23,150 +2,902	+14%	+$210K	0.3%	79
2022 Q1	$1.67M	Buy	20,248 +1,923	+10%	+$145K	0.27%	87
2021 Q4	$1.32M	Buy	18,325 +6,442	+54%	+$471K	0.19%	125
2021 Q3	$773K	Buy	11,883 +754	+7%	+$53.7K	0.12%	181
2021 Q2	$855K	Sell	11,129 -206	-2%	-$16K	0.14%	176
2021 Q1	$860K	Buy	11,335 +1,315	+13%	+$94.6K	0.16%	158
2020 Q4	$695K	Buy	+10,020	New	+$652K	0.14%	170

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 $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

V Wealth Advisors's CP Position: Q3 2023 in Review

V Wealth Advisors reduced its Canadian Pacific Kansas City (CP) stake by 83% in Q3 2023, selling an estimated $1.35M and leaving 3,440 shares worth $256K. The position accounts for 0.21% of the portfolio, ranked #93.

V Wealth Advisors first reported a position in CP in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.67M in Q1 2022. 901 funds tracked by Wall St. Rank hold CP as of Q3 2023.

V Wealth Advisors held 3,440 shares of Canadian Pacific Kansas City worth $256K as of Q3 2023.
V Wealth Advisors sold 17,031 Canadian Pacific Kansas City shares in Q3 2023, an estimated $1.35M.
Canadian Pacific Kansas City made up 0.21% of V Wealth Advisors's portfolio in Q3 2023, its #93 holding.
V Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q4 2020 and has held it in 12 quarters since.
V Wealth Advisors's Canadian Pacific Kansas City position peaked at $1.67M in Q1 2022.
901 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.