Rothwell Investment Advisors, LLC’s Copa Holdings CPA Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio CPA Stock Details CPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30.1K	Buy	+229	New	+$31.3K	0.02%	525

Other funds holding CPA

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

INCA Investments Miami, Florida $276M AUM 24.38% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CPA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Copa Holdings (CPA) in Q3 2026: 229 shares worth $30.1K. The stake represents 0.02% of the portfolio and ranks #525 among its holdings.

170 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

Rothwell Investment Advisors, LLC held 229 shares of Copa Holdings worth $30.1K as of Q3 2026.
Copa Holdings was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Copa Holdings made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #525 holding.
170 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.