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Lee Financial’s Copa Holdings CPA Stock Holding History

Lee Financial’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
Q1 		– Sell
-23
Closed -$2.45K – 292
2023
Q4 		$2.45K Hold
23
– – ﹤0.01% 704
2023
Q3 		$2.07K Hold
23
– – ﹤0.01% 674
2023
Q2 		$2.54K Hold
23
– – ﹤0.01% 612
2023
Q1 		$2.13K Hold
23
– – ﹤0.01% 666
2022
Q4 		$1.91K Buy
+23
New +$1.81K ﹤0.01% 706

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lee Financial's CPA Position: Q1 2024 in Review

Lee Financial sold out of Copa Holdings (CPA) in Q1 2024, closing a stake of 23 shares — an estimated $2.45K sold.

Lee Financial first reported a position in CPA in Q4 2022 and held it in 5 quarters. The position peaked at $2.54K in Q2 2023. 228 funds tracked by Wall St. Rank hold CPA as of Q1 2024.

  • Lee Financial reported no remaining Copa Holdings position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 23 Copa Holdings shares in Q1 2024, an estimated $2.45K.
  • Lee Financial first reported a position in Copa Holdings in Q4 2022 and held it in 5 quarters.
  • Lee Financial's Copa Holdings position peaked at $2.54K in Q2 2023.
  • 228 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.