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Canadian Pacific Kansas City shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Canadian Pacific Kansas City (CP) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Canadian Pacific Kansas City

Tip: Access up to 7 years of quarterly data

All positions including Canadian Pacific Kansas City held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Canadian Pacific Kansas City by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 255 88.17
2023-12-31 $20k 255 79.06

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Canadian Pacific Kansas City

TCI Fund Management
Royal Bank of Canada
Vanguard Group
WCM Investment Management
FMR
TD Asset Management
Bank Of Montreal
Massachusetts Financial Services
Pershing Square Capital Management
Mackenzie Financial
Veritas Asset Management
Fil
T. Rowe Price Associates
Egerton Capital
CIBC Global Asset Management

View all funds holding Canadian Pacific Kansas City