AF
CPA icon

Allworth Financial’s Copa Holdings CPA Stock Holding History

Allworth 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
2026
Q1 		$598 Hold
5
– – ﹤0.01% 4701
2025
Q4 		$628 Buy
5
+4
+400% +$489 ﹤0.01% 4478
2025
Q3 		$143 Hold
1
– – ﹤0.01% 4639
2025
Q2 		$132 Hold
1
– – ﹤0.01% 4369
2025
Q1 		$109 Buy
+1
New +$93 ﹤0.01% 3950
2024
Q3 		– Sell
-56
Closed -$5.14K – 3764
2024
Q2 		$5.14K Sell
56
-2
-3% -$200 ﹤0.01% 2510
2024
Q1 		$6.04K Buy
58
+2
+4% +$199 ﹤0.01% 2332
2023
Q4 		$5.95K Buy
56
+31
+124% +$2.83K ﹤0.01% 2200
2023
Q3 		$2.23K Buy
+25
New +$2.6K ﹤0.01% 2493

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return