Circle Wealth Management »

Canadian Pacific Kansas City shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management investment in Canadian Pacific Kansas City

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Canadian Pacific Kansas City by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $790k 10k 79.06
2023-09-30 $659k 8.9k 74.41
2023-06-30 $694k 8.6k 80.77

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Nike CL B (NKE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Starbucks Corporation (SBUX)

View all positions for Circle Wealth Management

Top funds holding Canadian Pacific Kansas City

Royal Bank of Canada
WCM Investment Management
Vanguard Group
TD Asset Management
Bank Of Montreal
Massachusetts Financial Services
Pershing Square Capital Management
Mackenzie Financial
Veritas Asset Management
T. Rowe Price Associates
Norges Bank Investment Management
Egerton Capital
CIBC Global Asset Management
Sustainable Growth Advisers
Legal & General Group

View all funds holding Canadian Pacific Kansas City