KWM
CPA icon

Kingsview Wealth Management’s Copa Holdings CPA Stock Holding History

Kingsview Wealth Management’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
Q2 		– Sell
-2,067
Closed -$215K – 1048
2024
Q1 		$215K Buy
+2,067
New +$205K 0.01% 941

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 $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Kingsview Wealth Management's CPA Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Copa Holdings (CPA) in Q2 2024, closing a stake of 2,067 shares — an estimated $215K sold.

Kingsview Wealth Management first reported a position in CPA in Q1 2024 and held it in 1 quarter. The position peaked at $215K in Q1 2024. 207 funds tracked by Wall St. Rank hold CPA as of Q2 2024.

  • Kingsview Wealth Management reported no remaining Copa Holdings position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 2,067 Copa Holdings shares in Q2 2024, an estimated $215K.
  • Kingsview Wealth Management first reported a position in Copa Holdings in Q1 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Copa Holdings position peaked at $215K in Q1 2024.
  • 207 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.