HGERS
CPA icon

Householder Group Estate & Retirement Specialist’s Copa Holdings CPA Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q1 		– Sell
-51
Closed -$5K – 1282
2023
Q4 		$5K Hold
51
– – ﹤0.01% 882
2023
Q3 		$4.54K Buy
+51
New +$5.3K ﹤0.01% 955

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 $110B AUM 4.8% 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 $639M AUM 23.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CPA Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Copa Holdings (CPA) in Q1 2024, closing a stake of 51 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in CPA in Q3 2023 and held it in 2 quarters. The position peaked at $5K in Q4 2023. 229 funds tracked by Wall St. Rank hold CPA as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Copa Holdings position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 51 Copa Holdings shares in Q1 2024, an estimated $5K.
  • Householder Group Estate & Retirement Specialist first reported a position in Copa Holdings in Q3 2023 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Copa Holdings position peaked at $5K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.