Kula Investments’s Copa Holdings CPA Stock Holding History

Kula Investments’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 Q1	–	Sell	-8,969	Closed	-$746K	–	650
2022 Q4	$746K	Buy	+8,969	New	+$706K	0.22%	107

Other funds holding CPA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kula Investments's CPA Position: Q1 2023 in Review

Kula Investments sold out of Copa Holdings (CPA) in Q1 2023, closing a stake of 8,969 shares — an estimated $746K sold.

Kula Investments first reported a position in CPA in Q4 2022 and held it in 1 quarter. The position peaked at $746K in Q4 2022. 252 funds tracked by Wall St. Rank hold CPA as of Q1 2023.

Kula Investments reported no remaining Copa Holdings position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 8,969 Copa Holdings shares in Q1 2023, an estimated $746K.
Kula Investments first reported a position in Copa Holdings in Q4 2022 and held it in 1 quarter.
Kula Investments's Copa Holdings position peaked at $746K in Q4 2022.
252 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.