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Carolinas Wealth Consulting’s Copa Holdings CPA Stock Holding History

Carolinas Wealth 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
2023
Q4 		– Sell
-200
Closed -$16.3K – 1004
2023
Q3 		$16.3K Buy
+200
New +$20.8K ﹤0.01% 458

Other funds holding CPA

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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
Citigroup
Citigroup New York $235B AUM 32.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's CPA Position: Q4 2023 in Review

Carolinas Wealth Consulting sold out of Copa Holdings (CPA) in Q4 2023, closing a stake of 200 shares — an estimated $16.3K sold.

Carolinas Wealth Consulting first reported a position in CPA in Q3 2023 and held it in 1 quarter. The position peaked at $16.3K in Q3 2023. 227 funds tracked by Wall St. Rank hold CPA as of Q4 2023.

  • Carolinas Wealth Consulting reported no remaining Copa Holdings position as of Q4 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 200 Copa Holdings shares in Q4 2023, an estimated $16.3K.
  • Carolinas Wealth Consulting first reported a position in Copa Holdings in Q3 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Copa Holdings position peaked at $16.3K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.