Halbert Hargrove Global Advisors’s Copa Holdings CPA Stock Holding History

Halbert Hargrove Global 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
2025 Q2	–	Sell	-5	Closed	-$463	–	387
2025 Q1	$463	Buy	+5	New	+$464	﹤0.01%	512

Other funds holding CPA

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Halbert Hargrove Global Advisors's CPA Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Copa Holdings (CPA) in Q2 2025, closing a stake of 5 shares — an estimated $463 sold.

Halbert Hargrove Global Advisors first reported a position in CPA in Q1 2025 and held it in 1 quarter. The position peaked at $463 in Q1 2025. 231 funds tracked by Wall St. Rank hold CPA as of Q2 2025.

Halbert Hargrove Global Advisors reported no remaining Copa Holdings position as of Q2 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 5 Copa Holdings shares in Q2 2025, an estimated $463.
Halbert Hargrove Global Advisors first reported a position in Copa Holdings in Q1 2025 and held it in 1 quarter.
Halbert Hargrove Global Advisors's Copa Holdings position peaked at $463 in Q1 2025.
231 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.