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American Trust Investment Advisors’s Copa Holdings CPA Stock Holding History

American Trust Investment Advisors’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
-9,200
Closed -$851K – 88
2025
Q1 		$851K Buy
+9,200
New +$854K 0.36% 58

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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

American Trust Investment Advisors's CPA Position: Q2 2025 in Review

American Trust Investment Advisors sold out of Copa Holdings (CPA) in Q2 2025, closing a stake of 9,200 shares — an estimated $851K sold.

American Trust Investment Advisors first reported a position in CPA in Q1 2025 and held it in 1 quarter. The position peaked at $851K in Q1 2025. 231 funds tracked by Wall St. Rank hold CPA as of Q2 2025.

  • American Trust Investment Advisors reported no remaining Copa Holdings position as of Q2 2025 after selling out during the quarter.
  • American Trust Investment Advisors sold 9,200 Copa Holdings shares in Q2 2025, an estimated $851K.
  • American Trust Investment Advisors first reported a position in Copa Holdings in Q1 2025 and held it in 1 quarter.
  • American Trust Investment Advisors's Copa Holdings position peaked at $851K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2025.

Based on American Trust Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.