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Canadian Pacific Kansas City shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / investment in Canadian Pacific Kansas City

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Canadian Pacific Kansas City by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 45k 88.17
2023-12-31 $4.2M 54k 79.06
2023-09-30 $4.2M 56k 74.41
2023-06-30 $4.7M 58k 80.77

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

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
Sustainable Growth Advisers
Legal & General Group
Jpmorgan Chase & Co

View all funds holding Canadian Pacific Kansas City