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Mine & Arao Wealth Creation & Management’s Copa Holdings CPA Stock Holding History

Mine & Arao Wealth Creation & Management’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
2024
Q2 		– Sell
-2
Closed -$209 – 135
2024
Q1 		$209 Buy
+2
New +$199 ﹤0.01% 359

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
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's CPA Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Copa Holdings (CPA) in Q2 2024, closing a stake of 2 shares — an estimated $209 sold.

Mine & Arao Wealth Creation & Management first reported a position in CPA in Q1 2024 and held it in 1 quarter. The position peaked at $209 in Q1 2024. 207 funds tracked by Wall St. Rank hold CPA as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Copa Holdings position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 2 Copa Holdings shares in Q2 2024, an estimated $209.
  • Mine & Arao Wealth Creation & Management first reported a position in Copa Holdings in Q1 2024 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Copa Holdings position peaked at $209 in Q1 2024.
  • 207 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.