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MPWM Advisory Solutions’s Copa Holdings CPA Stock Holding History

MPWM Advisory Solutions’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
Q2 		– Sell
-100
Closed -$9.25K – 582
2025
Q1 		$9.25K Hold
100
– – 0.01% 313
2024
Q4 		$8.79K Buy
+100
New +$9.48K 0.01% 326

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

MPWM Advisory Solutions's CPA Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Copa Holdings (CPA) in Q2 2025, closing a stake of 100 shares — an estimated $9.25K sold.

MPWM Advisory Solutions first reported a position in CPA in Q4 2024 and held it in 2 quarters. The position peaked at $9.25K in Q1 2025. 231 funds tracked by Wall St. Rank hold CPA as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Copa Holdings position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 100 Copa Holdings shares in Q2 2025, an estimated $9.25K.
  • MPWM Advisory Solutions first reported a position in Copa Holdings in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Copa Holdings position peaked at $9.25K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.