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WealthPLAN Partners’s Canadian Pacific Kansas City CP Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-1,281
Closed -$103K – 463
2023
Q2 		$103K Buy
+1,281
New +$101K 0.01% 393
2016
Q3 		$30.4K Hold
1,000
– – 0.01% 412
2016
Q2 		$25.8K Buy
+1,000
New +$27K ﹤0.01% 1262
2015
Q4 		$25.5K Buy
+1,000
New +$28.1K ﹤0.01% 828
2015
Q2 		– Sell
-1,000
Closed -$37K – 440
2015
Q1 		$37K Buy
+1,000
New +$36.9K 0.02% 269

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WCM Investment Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $19.5B AUM 2.08% 1-Year Est. Return

WealthPLAN Partners's CP Position: Q3 2023 in Review

WealthPLAN Partners sold out of Canadian Pacific Kansas City (CP) in Q3 2023, closing a stake of 1,281 shares — an estimated $103K sold.

WealthPLAN Partners first reported a position in CP in Q1 2015 and held it in 5 quarters. The position peaked at $103K in Q2 2023. 901 funds tracked by Wall St. Rank hold CP as of Q3 2023.

  • WealthPLAN Partners reported no remaining Canadian Pacific Kansas City position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,281 Canadian Pacific Kansas City shares in Q3 2023, an estimated $103K.
  • WealthPLAN Partners first reported a position in Canadian Pacific Kansas City in Q1 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Canadian Pacific Kansas City position peaked at $103K in Q2 2023.
  • 901 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.