Forefront Wealth Management’s Copa Holdings CPA Stock Holding History

Forefront Wealth Management’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 Q3	$794K	Buy	+8,907	New	+$925K	1.11%	26

Other funds holding CPA

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Forefront Wealth Management's CPA Position: Q3 2023 in Review

Forefront Wealth Management opened a new position in Copa Holdings (CPA) in Q3 2023: 8,907 shares worth $794K. The stake represents 1.11% of the portfolio and ranks #26 among its holdings.

234 funds tracked by Wall St. Rank hold CPA as of Q3 2023.

Forefront Wealth Management held 8,907 shares of Copa Holdings worth $794K as of Q3 2023.
Copa Holdings was a new Forefront Wealth Management position in Q3 2023.
Copa Holdings made up 1.11% of Forefront Wealth Management's portfolio in Q3 2023, its #26 holding.
234 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.