Comprehensive Financial Consultants Institutional’s Copa Holdings CPA Stock Holding History

Comprehensive Financial Consultants Institutional’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	-2,253	Closed	-$201K	–	157
2023 Q3	$201K	Sell	2,253 -30	-1%	-$3.12K	0.11%	153
2023 Q2	$264K	Sell	2,283 -80	-3%	-$8.02K	0.14%	136
2023 Q1	$218K	Sell	2,363 -21	-0.9%	-$1.91K	0.12%	152
2022 Q4	$210K	Buy	+2,384	New	+$188K	0.13%	153

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional's CPA Position: Q4 2023 in Review

Comprehensive Financial Consultants Institutional sold out of Copa Holdings (CPA) in Q4 2023, closing a stake of 2,253 shares — an estimated $201K sold.

Comprehensive Financial Consultants Institutional first reported a position in CPA in Q4 2022 and held it in 4 quarters. The position peaked at $264K in Q2 2023. 227 funds tracked by Wall St. Rank hold CPA as of Q4 2023.

Comprehensive Financial Consultants Institutional reported no remaining Copa Holdings position as of Q4 2023 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 2,253 Copa Holdings shares in Q4 2023, an estimated $201K.
Comprehensive Financial Consultants Institutional first reported a position in Copa Holdings in Q4 2022 and held it in 4 quarters.
Comprehensive Financial Consultants Institutional's Copa Holdings position peaked at $264K in Q2 2023.
227 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2023, filed 24 Jan 2024.