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Lee, Danner & Bass’s Copa Holdings CPA Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-16
Closed -$1.41K – 317
2024
Q4 		$1.41K Buy
+16
New +$1.52K ﹤0.01% 702

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
JP Morgan Chase
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
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

Lee, Danner & Bass's CPA Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Copa Holdings (CPA) in Q1 2025, closing a stake of 16 shares — an estimated $1.41K sold.

Lee, Danner & Bass first reported a position in CPA in Q4 2024 and held it in 1 quarter. The position peaked at $1.41K in Q4 2024. 187 funds tracked by Wall St. Rank hold CPA as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Copa Holdings position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 16 Copa Holdings shares in Q1 2025, an estimated $1.41K.
  • Lee, Danner & Bass first reported a position in Copa Holdings in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Copa Holdings position peaked at $1.41K in Q4 2024.
  • 187 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.