Cetera Investment Advisers
CPA icon

Cetera Investment Advisers’s Copa Holdings CPA Stock Holding History

Cetera Investment Advisers’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 		$2.1M Sell
18,508
-8,335
-31% -$1.09M ﹤0.01% 2239
2025
Q4 		$3.24M Buy
26,843
+3,447
+15% +$422K ﹤0.01% 1797
2025
Q3 		$2.78M Buy
23,396
+3,721
+19% +$426K ﹤0.01% 1892
2025
Q2 		$2.16M Buy
19,675
+11,427
+139% +$1.13M ﹤0.01% 1784
2025
Q1 		$763K Buy
8,248
+3,573
+76% +$332K ﹤0.01% 2495
2024
Q4 		$411K Buy
+4,675
New +$443K ﹤0.01% 2842
2024
Q2 		– Sell
-2,188
Closed -$228K – 3750
2024
Q1 		$228K Buy
+2,188
New +$217K ﹤0.01% 3270
2023
Q3 		– Sell
-1,885
Closed -$208K – 2224
2023
Q2 		$208K Buy
+1,885
New +$189K ﹤0.01% 1963

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return