FIM
CPA icon

Freedom Investment Management’s Copa Holdings CPA Stock Holding History

Freedom Investment 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 		– Sell
-9,508
Closed -$1.05M – 695
2023
Q2 		$1.05M Sell
9,508
-3,991
-30% -$400K 0.12% 230
2023
Q1 		$1.25M Sell
13,499
-1,712
-11% -$155K 0.14% 189
2022
Q4 		$1.27M Sell
15,211
-883
-5% -$69.5K 0.14% 198
2022
Q3 		$1.08M Buy
+16,094
New +$1.12M 0.12% 231
2018
Q2 		– Sell
-3,407
Closed -$438K – 981
2018
Q1 		$438K Buy
+3,407
New +$457K 0.02% 684
2017
Q1 		– Sell
-2,283
Closed -$207K – 1064
2016
Q4 		$207K Buy
+2,283
New +$207K 0.01% 893

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Freedom Investment Management's CPA Position: Q3 2023 in Review

Freedom Investment Management sold out of Copa Holdings (CPA) in Q3 2023, closing a stake of 9,508 shares — an estimated $1.05M sold.

Freedom Investment Management first reported a position in CPA in Q4 2016 and held it in 6 quarters. The position peaked at $1.27M in Q4 2022. 234 funds tracked by Wall St. Rank hold CPA as of Q3 2023.

  • Freedom Investment Management reported no remaining Copa Holdings position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 9,508 Copa Holdings shares in Q3 2023, an estimated $1.05M.
  • Freedom Investment Management first reported a position in Copa Holdings in Q4 2016 and held it in 6 quarters.
  • Freedom Investment Management's Copa Holdings position peaked at $1.27M in Q4 2022.
  • 234 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.