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BerganKDV Wealth Management’s Copa Holdings CPA Stock Holding History

BerganKDV 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
2020
Q4 		– Sell
-7
Closed – – 951
2020
Q3 		$0 Hold
7
– – ﹤0.01% 919
2020
Q2 		$0 Hold
7
– – ﹤0.01% 977
2020
Q1 		$0 Buy
+7
New +$599 ﹤0.01% 933

Other funds holding CPA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's CPA Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Copa Holdings (CPA) in Q4 2020, closing a stake of 7 shares.

BerganKDV Wealth Management first reported a position in CPA in Q1 2020 and held it in 3 quarters. The position peaked at $0 in Q3 2020. 182 funds tracked by Wall St. Rank hold CPA as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Copa Holdings position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 7 Copa Holdings shares in Q4 2020.
  • BerganKDV Wealth Management first reported a position in Copa Holdings in Q1 2020 and held it in 3 quarters.
  • BerganKDV Wealth Management's Copa Holdings position peaked at $0 in Q3 2020.
  • 182 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.