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Meridian Wealth Partners’s Copa Holdings CPA Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-15
Closed -$1K – 346
2021
Q1 		$1K Buy
+15
New +$1.25K ﹤0.01% 1141

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Meridian Wealth Partners's CPA Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Copa Holdings (CPA) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Meridian Wealth Partners first reported a position in CPA in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 149 funds tracked by Wall St. Rank hold CPA as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Copa Holdings position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 15 Copa Holdings shares in Q2 2021, an estimated $1K.
  • Meridian Wealth Partners first reported a position in Copa Holdings in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Copa Holdings position peaked at $1K in Q1 2021.
  • 149 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.