HRT Financial’s Copa Holdings CPA Stock Holding History

HRT Financial’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
2026 Q1	$11.5M	Buy	101,034 +33,234	+49%	+$4.36M	0.04%	566
2025 Q4	$8.18M	Buy	+67,800	New	+$8.29M	0.03%	541
2025 Q1	–	Sell	-5,710	Closed	-$501K	–	2644
2024 Q4	$501K	Sell	5,710 -476	-8%	-$45.1K	﹤0.01%	1435
2024 Q3	$580K	Sell	6,186 -35,498	-85%	-$3.21M	﹤0.01%	1522
2024 Q2	$3.97M	Buy	41,684 +8,535	+26%	+$852K	0.02%	472
2024 Q1	$3.45M	Buy	33,149 +25,962	+361%	+$2.58M	0.02%	374
2023 Q4	$764K	Buy	7,187 +160	+2%	+$14.6K	0.01%	1125
2023 Q3	$626K	Sell	7,027 -136,969	-95%	-$14.2M	0.01%	1279
2023 Q2	$15.9M	Buy	+143,996	New	+$14.4M	0.15%	95
2022 Q3	–	Sell	-10,279	Closed	-$651K	–	2914
2022 Q2	$651K	Sell	10,279 -21,619	-68%	-$1.52M	0.01%	1298
2022 Q1	$2.67M	Buy	31,898 +13,216	+71%	+$1.09M	0.02%	506
2021 Q4	$1.54M	Buy	+18,682	New	+$1.46M	0.01%	811

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

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

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

Fidelity Investments

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies

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

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return