Mackenzie Financial
CPA icon

Mackenzie Financial’s Copa Holdings CPA Stock Holding History

Mackenzie 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
2025
Q4 		– Sell
-14,010
Closed -$1.66M – 1702
2025
Q3 		$1.66M Buy
14,010
+410
+3% +$46.9K ﹤0.01% 901
2025
Q2 		$1.5M Buy
13,600
+500
+4% +$49.4K ﹤0.01% 898
2025
Q1 		$1.21M Buy
13,100
+1,200
+10% +$111K ﹤0.01% 927
2024
Q4 		$1.05M Buy
11,900
+9,210
+342% +$874K ﹤0.01% 925
2024
Q3 		$252K Hold
2,690
– – ﹤0.01% 1267
2024
Q2 		$256K Buy
2,690
+610
+29% +$60.9K ﹤0.01% 1236
2024
Q1 		$217K Buy
+2,080
New +$207K ﹤0.01% 1309
2023
Q2 		– Sell
-6,699
Closed -$619K – 1532
2023
Q1 		$619K Buy
+6,699
New +$608K ﹤0.01% 965
2018
Q4 		– Sell
-39,600
Closed -$3.16M – 1153
2018
Q3 		$3.16M Buy
+39,600
New +$3.47M 0.01% 572
2016
Q1 		– Sell
-56,610
Closed -$2.73M – 816
2015
Q4 		$2.73M Sell
56,610
-9,590
-14% -$499K 0.02% 370
2015
Q3 		$2.78M Hold
66,200
– – 0.02% 364
2015
Q2 		$5.47M Hold
66,200
– – 0.03% 299
2015
Q1 		$6.68M Hold
66,200
– – 0.04% 290
2014
Q4 		$6.86M Hold
66,200
– – 0.04% 289
2014
Q3 		$7.1M Buy
+66,200
New +$8.82M 0.04% 283
2014
Q1 		– Sell
-6,100
Closed -$977K – 648
2013
Q4 		$977K Buy
6,100
+1,100
+22% +$166K ﹤0.01% 497
2013
Q3 		$693K Buy
5,000
+1,100
+28% +$151K ﹤0.01% 535
2013
Q2 		$511K Buy
+3,900
New +$498K ﹤0.01% 577

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SIM
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Fidelity Investments
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Renaissance Technologies
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DCM
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CAPTRUST Financial Advisors
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BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return