Advisornet Financial’s Copa Holdings CPA Stock Holding History

Advisornet Financial’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
2025 Q2	–	Sell	-14	Closed	-$1.29K	–	2262
2025 Q1	$1.29K	Buy	+14	New	+$1.3K	﹤0.01%	1853
2024 Q1	–	Sell	-7	Closed	-$744	–	2133
2023 Q4	$744	Hold	7	–	–	﹤0.01%	1980
2023 Q3	$624	Hold	7	–	–	﹤0.01%	1929
2023 Q2	$774	Sell	7 -1	-13%	-$100	﹤0.01%	1944
2023 Q1	$739	Buy	8 +2	+33%	+$181	﹤0.01%	1970
2022 Q4	$499	Buy	+6	New	+$472	﹤0.01%	2028

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Advisornet Financial's CPA Position: Q2 2025 in Review

Advisornet Financial sold out of Copa Holdings (CPA) in Q2 2025, closing a stake of 14 shares — an estimated $1.29K sold.

Advisornet Financial first reported a position in CPA in Q4 2022 and held it in 6 quarters. The position peaked at $1.29K in Q1 2025. 231 funds tracked by Wall St. Rank hold CPA as of Q2 2025.

Advisornet Financial reported no remaining Copa Holdings position as of Q2 2025 after selling out during the quarter.
Advisornet Financial sold 14 Copa Holdings shares in Q2 2025, an estimated $1.29K.
Advisornet Financial first reported a position in Copa Holdings in Q4 2022 and held it in 6 quarters.
Advisornet Financial's Copa Holdings position peaked at $1.29K in Q1 2025.
231 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.