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Evolution Wealth Advisors’s Copa Holdings CPA Stock Holding History

Evolution Wealth 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
Q4 		– Sell
-100
Closed -$8K – 259
2021
Q3 		$8K Buy
100
+44
+79% +$3.29K ﹤0.01% 424
2021
Q2 		$4K Sell
56
-44
-44% -$3.54K ﹤0.01% 539
2021
Q1 		$8K Sell
100
-900
-90% -$74.8K ﹤0.01% 447
2020
Q4 		$77K Sell
1,000
-275
-22% -$18.3K 0.02% 149
2020
Q3 		$64K Buy
1,275
+925
+264% +$46.7K 0.02% 165
2020
Q2 		$18K Hold
350
– – 0.01% 214
2020
Q1 		$16K Buy
+350
New +$29.9K 0.01% 166

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Evolution Wealth Advisors's CPA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Copa Holdings (CPA) in Q4 2021, closing a stake of 100 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in CPA in Q1 2020 and held it in 7 quarters. The position peaked at $77K in Q4 2020. 167 funds tracked by Wall St. Rank hold CPA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Copa Holdings position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 100 Copa Holdings shares in Q4 2021, an estimated $8K.
  • Evolution Wealth Advisors first reported a position in Copa Holdings in Q1 2020 and held it in 7 quarters.
  • Evolution Wealth Advisors's Copa Holdings position peaked at $77K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.