CP CP

Ownership history in FDx Advisors, Inc.  ·  50 quarters on record

AI Ownership Summary

FDx Advisors, Inc. reported CP (CP) in 50 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.25% in 2024 Q3. The latest visible filing shows CP at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FDx Advisors, Inc.'s position in CP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CP was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FDx Advisors, Inc. held CP — position size vs. price
% of Fund (quarterly)    CP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 7,185 -579 -7.5% 0.15% $517K 2025-11-04 $70.47
2025 Q2 REDUCED 7,764 -199 -2.5% 0.19% $615K 2025-08-07 $75.07
2025 Q1 REDUCED 7,963 -185 -2.3% 0.18% $559K 2025-05-01 $72.26
2024 Q4 REDUCED 8,148 -2,472 -23.3% 0.17% $590K 2025-02-03 $74.13
2024 Q3 REDUCED 10,620 -417 -3.8% 0.25% $908K 2024-11-04 $77.33
2024 Q2 REDUCED 11,037 -7,022 -38.9% 0.24% $869K 2024-08-02 $77.89
2024 Q1 REDUCED 18,059 -841 -4.4% 0.24% $1.6M 2024-05-03 $78.66
2023 Q4 REDUCED 18,900 -3,448 -15.4% 0.12% $1.5M 2024-02-13 $81.71
2023 Q3 REDUCED 22,348 -4,825 -17.8% 0.14% $1.7M 2023-11-02 $72.16
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FDx Advisors, Inc. and CP

These are the practical questions this page is built to answer before you even open the full history table.

How long has FDx Advisors, Inc. reported owning CP?

FDx Advisors, Inc. reported CP across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported CP position in FDx Advisors, Inc.'s portfolio?

The largest reported portfolio weight for CP was 0.25% in 2024 Q3.

What is the latest reported CP position on this page?

The most recent filing on this page is 2025 Q3, when FDx Advisors, Inc. reported 7,185 shares, equal to 0.15% of portfolio, with an estimated market value of $517K.

What does the chart on this CP ownership page compare?

The chart compares FDx Advisors, Inc.'s quarterly CP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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