WBH Advisory’s Canadian Pacific Kansas City CP Stock Holding History

WBH Advisory’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 Q4	–	Sell	-2,627	Closed	-$225K	–	326
2024 Q3	$225K	Sell	2,627 -315	-11%	-$25.9K	0.02%	305
2024 Q2	$232K	Sell	2,942 -50	-2%	-$4.07K	0.02%	288
2024 Q1	$264K	Sell	2,992 -488	-14%	-$41K	0.03%	277
2023 Q4	$275K	Buy	3,480 +1	+0%	+$73	0.03%	272
2023 Q3	$259K	Sell	3,479 -34	-1%	-$2.7K	0.03%	263
2023 Q2	$284K	Hold	3,513	–	–	0.03%	259
2023 Q1	$270K	Buy	+3,513	New	+$271K	0.03%	262
2022 Q3	$244K	Buy	3,650 +36	+1%	+$2.72K	0.04%	258
2022 Q2	$260K	Hold	3,614	–	–	0.03%	267
2022 Q1	$273K	Sell	3,614 -78	-2%	-$5.87K	0.03%	267
2021 Q4	$266K	Buy	+3,692	New	+$270K	0.03%	281

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

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

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

CCM

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

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

WBH Advisory's CP Position: Q4 2024 in Review

WBH Advisory sold out of Canadian Pacific Kansas City (CP) in Q4 2024, closing a stake of 2,627 shares — an estimated $225K sold.

WBH Advisory first reported a position in CP in Q4 2021 and held it in 11 quarters. The position peaked at $284K in Q2 2023. 997 funds tracked by Wall St. Rank hold CP as of Q4 2024.

WBH Advisory reported no remaining Canadian Pacific Kansas City position as of Q4 2024 after selling out during the quarter.
WBH Advisory sold 2,627 Canadian Pacific Kansas City shares in Q4 2024, an estimated $225K.
WBH Advisory first reported a position in Canadian Pacific Kansas City in Q4 2021 and held it in 11 quarters.
WBH Advisory's Canadian Pacific Kansas City position peaked at $284K in Q2 2023.
997 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2024.

Based on WBH Advisory's 13F filing for Q4 2024, filed 31 Jan 2025.