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Lenox Wealth Advisors’s Copa Holdings CPA Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-161
Closed -$7K – 624
2020
Q1 		$7K Hold
161
– – ﹤0.01% 380
2019
Q4 		$17K Hold
161
– – ﹤0.01% 357
2019
Q3 		$16K Buy
+161
New +$16.2K ﹤0.01% 314

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Advisors's CPA Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Copa Holdings (CPA) in Q2 2020, closing a stake of 161 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in CPA in Q3 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 185 funds tracked by Wall St. Rank hold CPA as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Copa Holdings position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 161 Copa Holdings shares in Q2 2020, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in Copa Holdings in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Copa Holdings position peaked at $17K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.