Creative Financial Designs’s Copa Holdings CPA Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-9	Closed	-$1K	–	1309
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	1172
2020 Q3	$0	Hold	9	–	–	﹤0.01%	1219
2020 Q2	$0	Buy	+9	New	+$415	﹤0.01%	1151
2018 Q4	–	Sell	-9	Closed	-$1K	–	617
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	683
2018 Q2	$1K	Hold	9	–	–	﹤0.01%	693
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	645
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	639
2017 Q3	$1K	Hold	9	–	–	﹤0.01%	673
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	687
2017 Q1	$1K	Hold	9	–	–	﹤0.01%	643
2016 Q4	$1K	Buy	+9	New	+$816	﹤0.01%	640

Other funds holding CPA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Creative Financial Designs's CPA Position: Q1 2021 in Review

Creative Financial Designs sold out of Copa Holdings (CPA) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Creative Financial Designs first reported a position in CPA in Q4 2016 and held it in 11 quarters. The position peaked at $1K in Q4 2020. 177 funds tracked by Wall St. Rank hold CPA as of Q1 2021.

Creative Financial Designs reported no remaining Copa Holdings position as of Q1 2021 after selling out during the quarter.
Creative Financial Designs sold 9 Copa Holdings shares in Q1 2021, an estimated $1K.
Creative Financial Designs first reported a position in Copa Holdings in Q4 2016 and held it in 11 quarters.
Creative Financial Designs's Copa Holdings position peaked at $1K in Q4 2020.
177 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2021.

Based on Creative Financial Designs's 13F filing for Q1 2021, filed 19 Apr 2021.