WealthStone’s Canadian Pacific Kansas City CP Stock Holding History

WealthStone’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
2021 Q1	$410K	Buy	5,405 +335	+7%	+$24.1K	0.14%	107
2020 Q4	$352K	Buy	5,070 +235	+5%	+$15.3K	0.12%	113
2020 Q3	$294K	Buy	+4,835	New	+$276K	0.13%	108
2019 Q3	–	Sell	-210	Closed	-$9.88K	–	181
2019 Q2	$9.88K	Buy	+210	New	+$9.38K	﹤0.01%	259

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WealthStone's CP Position: Q1 2021 in Review

WealthStone increased its Canadian Pacific Kansas City (CP) stake by 6.6% in Q1 2021, buying an estimated $24.1K and bringing the position to 5,405 shares worth $410K. The position accounts for 0.14% of the portfolio, ranked #107.

WealthStone first reported a position in CP in Q2 2019 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold CP as of Q1 2021.

WealthStone held 5,405 shares of Canadian Pacific Kansas City worth $410K as of Q1 2021.
WealthStone bought 335 Canadian Pacific Kansas City shares in Q1 2021, an estimated $24.1K.
Canadian Pacific Kansas City made up 0.14% of WealthStone's portfolio in Q1 2021, its #107 holding.
WealthStone first reported a position in Canadian Pacific Kansas City in Q2 2019 and has held it in 4 quarters since.
561 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.