Wipfli Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Wipfli Financial 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
2022 Q3	$225K	Buy	+3,363	New	+$254K	0.02%	411

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $13.7B AUM 13.45% 1-Year Est. Return

Wipfli Financial Advisors's CP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Canadian Pacific Kansas City (CP) in Q3 2022: 3,363 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #411 among its holdings.

824 funds tracked by Wall St. Rank hold CP as of Q3 2022.

Wipfli Financial Advisors held 3,363 shares of Canadian Pacific Kansas City worth $225K as of Q3 2022.
Canadian Pacific Kansas City was a new Wipfli Financial Advisors position in Q3 2022.
Canadian Pacific Kansas City made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #411 holding.
824 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.