Investors Research Corp’s Copa Holdings CPA Stock Holding History

Investors Research Corp’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 Q2	–	Sell	-300	Closed	-$27.7K	–	1095
2023 Q1	$27.7K	Hold	300	–	–	0.01%	612
2022 Q4	$25K	Hold	300	–	–	0.01%	621
2022 Q3	$20K	Hold	300	–	–	0.01%	648
2022 Q2	$19K	Hold	300	–	–	0.01%	664
2022 Q1	$25K	Hold	300	–	–	0.01%	612
2021 Q4	$25K	Hold	300	–	–	0.01%	628
2021 Q3	$24K	Hold	300	–	–	0.01%	641
2021 Q2	$23K	Hold	300	–	–	0.01%	652
2021 Q1	$24K	Hold	300	–	–	0.01%	648
2020 Q4	$23K	Hold	300	–	–	0.01%	696
2020 Q3	$15K	Hold	300	–	–	0.01%	738
2020 Q2	$15K	Hold	300	–	–	0.01%	724
2020 Q1	$14K	Hold	300	–	–	0.01%	701
2019 Q4	$32K	Hold	300	–	–	0.01%	595
2019 Q3	$30K	Hold	300	–	–	0.02%	600
2019 Q2	$29K	Buy	+300	New	+$26.6K	0.02%	602

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Investors Research Corp's CPA Position: Q2 2023 in Review

Investors Research Corp sold out of Copa Holdings (CPA) in Q2 2023, closing a stake of 300 shares — an estimated $27.7K sold.

Investors Research Corp first reported a position in CPA in Q2 2019 and held it in 16 quarters. The position peaked at $32K in Q4 2019. 281 funds tracked by Wall St. Rank hold CPA as of Q2 2023.

Investors Research Corp reported no remaining Copa Holdings position as of Q2 2023 after selling out during the quarter.
Investors Research Corp sold 300 Copa Holdings shares in Q2 2023, an estimated $27.7K.
Investors Research Corp first reported a position in Copa Holdings in Q2 2019 and held it in 16 quarters.
Investors Research Corp's Copa Holdings position peaked at $32K in Q4 2019.
281 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2023.

Based on Investors Research Corp's 13F filing for Q2 2023, filed 14 Aug 2023.