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B. Riley Wealth Advisors’s Copa Holdings CPA Stock Holding History

B. Riley Wealth 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
2023
Q3 		– Sell
-5,682
Closed -$628K – 1531
2023
Q2 		$628K Buy
+5,682
New +$569K 0.01% 753
2015
Q1 		– Sell
-132
Closed -$14 – 834
2014
Q4 		$14 Buy
+132
New +$14K ﹤0.01% 2698
2014
Q3 		– Sell
-72
Closed -$10.3K – 875
2014
Q2 		$10.3K Buy
+72
New +$10.1K ﹤0.01% 1774

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

B. Riley Wealth Advisors's CPA Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Copa Holdings (CPA) in Q3 2023, closing a stake of 5,682 shares — an estimated $628K sold.

B. Riley Wealth Advisors first reported a position in CPA in Q2 2014 and held it in 3 quarters. The position peaked at $628K in Q2 2023. 234 funds tracked by Wall St. Rank hold CPA as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Copa Holdings position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,682 Copa Holdings shares in Q3 2023, an estimated $628K.
  • B. Riley Wealth Advisors first reported a position in Copa Holdings in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Copa Holdings position peaked at $628K in Q2 2023.
  • 234 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.