Legend Financial Advisors’s Copa Holdings CPA Stock Holding History

Legend Financial Advisors’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	$909K	Sell	7,997 -53	-0.7%	-$6.96K	0.59%	27
2025 Q4	$971K	Buy	8,050 +130	+2%	+$15.9K	0.59%	26
2025 Q3	$941K	Buy	7,920 +179	+2%	+$20.5K	0.58%	27
2025 Q2	$851K	Buy	7,741 +19	+0.2%	+$1.88K	0.57%	26
2025 Q1	$714K	Buy	7,722 +30	+0.4%	+$2.78K	0.52%	25
2024 Q4	$676K	Buy	7,692 +406	+6%	+$38.5K	0.48%	26
2024 Q3	$684K	Buy	7,286 +943	+15%	+$85.3K	0.47%	27
2024 Q2	$604K	Buy	6,343 +98	+2%	+$9.78K	0.43%	31
2024 Q1	$650K	Buy	6,245 +65	+1%	+$6.46K	0.47%	30
2023 Q4	$657K	Buy	6,180 +46	+0.7%	+$4.21K	0.53%	25
2023 Q3	$547K	Buy	6,134 +32	+0.5%	+$3.32K	0.47%	31
2023 Q2	$675K	Sell	6,102 -796	-12%	-$79.8K	0.56%	22
2023 Q1	$637K	Buy	6,898 +194	+3%	+$17.6K	0.54%	20
2022 Q4	$558K	Buy	+6,704	New	+$528K	0.49%	23

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

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

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

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