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MassMutual Private Wealth & Trust’s Copa Holdings CPA Stock Holding History

MassMutual Private Wealth & Trust’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
2023
Q3 		– Sell
-6
Closed -$663 – 1984
2023
Q2 		$663 Hold
6
– – ﹤0.01% 1730
2023
Q1 		$554 Buy
+6
New +$544 ﹤0.01% 1663
2020
Q3 		– Sell
-84
Closed -$4K – 740
2020
Q2 		$4K Buy
+84
New +$3.88K ﹤0.01% 618

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's CPA Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of Copa Holdings (CPA) in Q3 2023, closing a stake of 6 shares — an estimated $663 sold.

MassMutual Private Wealth & Trust first reported a position in CPA in Q2 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 234 funds tracked by Wall St. Rank hold CPA as of Q3 2023.

  • MassMutual Private Wealth & Trust reported no remaining Copa Holdings position as of Q3 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 6 Copa Holdings shares in Q3 2023, an estimated $663.
  • MassMutual Private Wealth & Trust first reported a position in Copa Holdings in Q2 2020 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Copa Holdings position peaked at $4K in Q2 2020.
  • 234 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.