WAG
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Wiser Advisor Group’s Canadian Pacific Kansas City CP Stock Holding History

Wiser Advisor Group’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
2025
Q4 		– Sell
-4
Closed -$302 – 237
2025
Q3 		$302 Buy
+4
New +$306 ﹤0.01% 242
2025
Q2 		– Sell
-1,783
Closed -$125K – 86
2025
Q1 		$125K Buy
1,783
+51
+3% +$3.88K 0.18% 58
2024
Q4 		$125K Buy
1,732
+150
+9% +$11.6K 0.18% 61
2024
Q3 		$135K Buy
1,582
+17
+1% +$1.4K 0.2% 59
2024
Q2 		$123K Buy
1,565
+584
+60% +$47.5K 0.19% 61
2024
Q1 		$86.8K Buy
981
+70
+8% +$5.88K 0.14% 73
2023
Q4 		$72K Buy
+911
New +$66.7K 0.12% 74

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return