BCA
CPA icon

Berman Capital Advisors’s Copa Holdings CPA Stock Holding History

Berman Capital 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
2021
Q3 		$11K Buy
139
+30
+28% +$2.24K ﹤0.01% 1147
2021
Q2 		$8K Hold
109
– – ﹤0.01% 1189
2021
Q1 		$8K Hold
109
– – ﹤0.01% 1092
2020
Q4 		$8K Hold
109
– – ﹤0.01% 992
2020
Q3 		$5K Buy
109
+62
+132% +$3.13K ﹤0.01% 1025
2020
Q2 		$2K Buy
+47
New +$2.17K ﹤0.01% 1250

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's CPA Position: Q3 2021 in Review

Berman Capital Advisors increased its Copa Holdings (CPA) stake by 28% in Q3 2021, buying an estimated $2.24K and bringing the position to 139 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Berman Capital Advisors first reported a position in CPA in Q2 2020 and has held it in 6 quarters since. 150 funds tracked by Wall St. Rank hold CPA as of Q3 2021.

  • Berman Capital Advisors held 139 shares of Copa Holdings worth $11K as of Q3 2021.
  • Berman Capital Advisors bought 30 Copa Holdings shares in Q3 2021, an estimated $2.24K.
  • Copa Holdings made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1147 holding.
  • Berman Capital Advisors first reported a position in Copa Holdings in Q2 2020 and has held it in 6 quarters since.
  • 150 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.