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Measured Wealth Private Client Group’s Copa Holdings CPA Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-7,549
Closed -$673K – 182
2023
Q3 		$673K Buy
7,549
+938
+14% +$97.4K 0.27% 60
2023
Q2 		$731K Buy
6,611
+3,584
+118% +$359K 0.28% 46
2023
Q1 		$280K Buy
+3,027
New +$275K 0.11% 143

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Measured Wealth Private Client Group's CPA Position: Q4 2023 in Review

Measured Wealth Private Client Group sold out of Copa Holdings (CPA) in Q4 2023, closing a stake of 7,549 shares — an estimated $673K sold.

Measured Wealth Private Client Group first reported a position in CPA in Q1 2023 and held it in 3 quarters. The position peaked at $731K in Q2 2023. 227 funds tracked by Wall St. Rank hold CPA as of Q4 2023.

  • Measured Wealth Private Client Group reported no remaining Copa Holdings position as of Q4 2023 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 7,549 Copa Holdings shares in Q4 2023, an estimated $673K.
  • Measured Wealth Private Client Group first reported a position in Copa Holdings in Q1 2023 and held it in 3 quarters.
  • Measured Wealth Private Client Group's Copa Holdings position peaked at $731K in Q2 2023.
  • 227 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2023, filed 6 Feb 2024.