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J. Goldman & Co’s Copa Holdings CPA Stock Holding History

J. Goldman & Co’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
Q4 		– Sell
-23,014
Closed -$2.16M – 489
2024
Q3 		$2.16M Buy
+23,014
New +$2.08M 0.06% 224
2019
Q4 		– Sell
-9,376
Closed -$926K – 268
2019
Q3 		$926K Sell
9,376
-3,221
-26% -$325K 0.07% 188
2019
Q2 		$1.23M Buy
12,597
+744
+6% +$66K 0.09% 182
2019
Q1 		$955K Buy
+11,853
New +$1.04M 0.05% 205

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 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

J. Goldman & Co's CPA Position: Q4 2024 in Review

J. Goldman & Co sold out of Copa Holdings (CPA) in Q4 2024, closing a stake of 23,014 shares — an estimated $2.16M sold.

J. Goldman & Co first reported a position in CPA in Q1 2019 and held it in 4 quarters. The position peaked at $2.16M in Q3 2024. 196 funds tracked by Wall St. Rank hold CPA as of Q4 2024.

  • J. Goldman & Co reported no remaining Copa Holdings position as of Q4 2024 after selling out during the quarter.
  • J. Goldman & Co sold 23,014 Copa Holdings shares in Q4 2024, an estimated $2.16M.
  • J. Goldman & Co first reported a position in Copa Holdings in Q1 2019 and held it in 4 quarters.
  • J. Goldman & Co's Copa Holdings position peaked at $2.16M in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.