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

WCG 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
2024
Q1 		– Sell
-18,314
Closed -$1.45M – 268
2023
Q4 		$1.45M Buy
18,314
+2,455
+15% +$180K 0.11% 164
2023
Q3 		$1.18M Buy
+15,859
New +$1.26M 0.09% 185

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
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

WCG Wealth Advisors's CP Position: Q1 2024 in Review

WCG Wealth Advisors sold out of Canadian Pacific Kansas City (CP) in Q1 2024, closing a stake of 18,314 shares — an estimated $1.45M sold.

WCG Wealth Advisors first reported a position in CP in Q3 2023 and held it in 2 quarters. The position peaked at $1.45M in Q4 2023. 965 funds tracked by Wall St. Rank hold CP as of Q1 2024.

  • WCG Wealth Advisors reported no remaining Canadian Pacific Kansas City position as of Q1 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 18,314 Canadian Pacific Kansas City shares in Q1 2024, an estimated $1.45M.
  • WCG Wealth Advisors first reported a position in Canadian Pacific Kansas City in Q3 2023 and held it in 2 quarters.
  • WCG Wealth Advisors's Canadian Pacific Kansas City position peaked at $1.45M in Q4 2023.
  • 965 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.