VAG
CP icon

VisionPoint Advisory Group’s Canadian Pacific Kansas City CP Stock Holding History

VisionPoint Advisory Group’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
-5
Closed -$394 – 346
2024
Q2 		$394 Hold
5
– – ﹤0.01% 749
2024
Q1 		$441 Buy
+5
New +$420 ﹤0.01% 750

Other funds holding CP

TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

VisionPoint Advisory Group's CP Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Canadian Pacific Kansas City (CP) in Q3 2024, closing a stake of 5 shares — an estimated $394 sold.

VisionPoint Advisory Group first reported a position in CP in Q1 2024 and held it in 2 quarters. The position peaked at $441 in Q1 2024. 978 funds tracked by Wall St. Rank hold CP as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Canadian Pacific Kansas City position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 5 Canadian Pacific Kansas City shares in Q3 2024, an estimated $394.
  • VisionPoint Advisory Group first reported a position in Canadian Pacific Kansas City in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Canadian Pacific Kansas City position peaked at $441 in Q1 2024.
  • 978 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.