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Bedel Financial Consulting’s Copa Holdings CPA Stock Holding History

Bedel Financial Consulting’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
2022
Q1 		– Sell
-12
Closed -$1K – 978
2021
Q4 		$1K Buy
+12
New +$941 ﹤0.01% 934

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Capital World Investors
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JP Morgan Chase
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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bedel Financial Consulting's CPA Position: Q1 2022 in Review

Bedel Financial Consulting sold out of Copa Holdings (CPA) in Q1 2022, closing a stake of 12 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in CPA in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 197 funds tracked by Wall St. Rank hold CPA as of Q1 2022.

  • Bedel Financial Consulting reported no remaining Copa Holdings position as of Q1 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 12 Copa Holdings shares in Q1 2022, an estimated $1K.
  • Bedel Financial Consulting first reported a position in Copa Holdings in Q4 2021 and held it in 1 quarter.
  • Bedel Financial Consulting's Copa Holdings position peaked at $1K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2022.

Based on Bedel Financial Consulting's 13F filing for Q1 2022, filed 19 Apr 2022.