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Global Financial Private Client’s Copa Holdings CPA Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-6
Closed -$555 – 511
2025
Q1 		$555 Buy
6
+4
+200% +$371 ﹤0.01% 1240
2024
Q4 		$176 Buy
+2
New +$190 ﹤0.01% 1316

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Global Financial Private Client's CPA Position: Q2 2025 in Review

Global Financial Private Client sold out of Copa Holdings (CPA) in Q2 2025, closing a stake of 6 shares — an estimated $555 sold.

Global Financial Private Client first reported a position in CPA in Q4 2024 and held it in 2 quarters. The position peaked at $555 in Q1 2025. 231 funds tracked by Wall St. Rank hold CPA as of Q2 2025.

  • Global Financial Private Client reported no remaining Copa Holdings position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Copa Holdings shares in Q2 2025, an estimated $555.
  • Global Financial Private Client first reported a position in Copa Holdings in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Copa Holdings position peaked at $555 in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.