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Atticus Wealth Management’s Copa Holdings CPA Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-76
Closed -$8.36K – 291
2025
Q2 		$8.36K Buy
+76
New +$7.5K ﹤0.01% 491

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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Atticus Wealth Management's CPA Position: Q3 2025 in Review

Atticus Wealth Management sold out of Copa Holdings (CPA) in Q3 2025, closing a stake of 76 shares — an estimated $8.36K sold.

Atticus Wealth Management first reported a position in CPA in Q2 2025 and held it in 1 quarter. The position peaked at $8.36K in Q2 2025. 257 funds tracked by Wall St. Rank hold CPA as of Q3 2025.

  • Atticus Wealth Management reported no remaining Copa Holdings position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 76 Copa Holdings shares in Q3 2025, an estimated $8.36K.
  • Atticus Wealth Management first reported a position in Copa Holdings in Q2 2025 and held it in 1 quarter.
  • Atticus Wealth Management's Copa Holdings position peaked at $8.36K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.