Janney Montgomery Scott
CPA icon

Janney Montgomery Scott’s Copa Holdings CPA Stock Holding History

Janney Montgomery Scott’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 		$9.9M Buy
87,155
+5,004
+6% +$657K 0.02% 593
2025
Q4 		$9.91M Buy
82,151
+79,505
+3,005% +$9.73M 0.02% 624
2025
Q3 		$314K Buy
2,646
+391
+17% +$44.7K ﹤0.01% 2464
2025
Q2 		$248K Buy
+2,255
New +$223K ﹤0.01% 2449
2021
Q4 		– Sell
-3,155
Closed -$257K – 2373
2021
Q3 		$257K Buy
3,155
+40
+1% +$2.99K ﹤0.01% 2040
2021
Q2 		$235K Buy
+3,115
New +$251K ﹤0.01% 2049
2014
Q3 		– Sell
-1,877
Closed -$268K – 2292
2014
Q2 		$268K Buy
+1,877
New +$263K 0.01% 1711
2013
Q4 		– Sell
-3,300
Closed -$458K – 2017
2013
Q3 		$458K Buy
+3,300
New +$452K 0.01% 1053

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