Basecamp Wealth Advisors’s Copa Holdings CPA Stock Holding History

Basecamp 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
2026 Q1	–	Sell	-9	Closed	-$1.08K	–	2055
2025 Q4	$1.08K	Buy	+9	New	+$1.1K	﹤0.01%	1481

Other funds holding CPA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Basecamp Wealth Advisors's CPA Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Copa Holdings (CPA) in Q1 2026, closing a stake of 9 shares — an estimated $1.08K sold.

Basecamp Wealth Advisors first reported a position in CPA in Q4 2025 and held it in 1 quarter. The position peaked at $1.08K in Q4 2025. 299 funds tracked by Wall St. Rank hold CPA as of Q1 2026.

Basecamp Wealth Advisors reported no remaining Copa Holdings position as of Q1 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 9 Copa Holdings shares in Q1 2026, an estimated $1.08K.
Basecamp Wealth Advisors first reported a position in Copa Holdings in Q4 2025 and held it in 1 quarter.
Basecamp Wealth Advisors's Copa Holdings position peaked at $1.08K in Q4 2025.
299 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.