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Parkworth Wealth Management’s Copa Holdings CPA Stock Holding History

Parkworth Wealth 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
2025
Q2 		$110 Hold
1
– – ﹤0.01% 1104
2025
Q1 		$92 Hold
1
– – ﹤0.01% 965
2024
Q4 		$88 Buy
+1
New +$95 ﹤0.01% 1021

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

Parkworth Wealth Management's CPA Position: Q2 2025 in Review

Parkworth Wealth Management held its Copa Holdings (CPA) position steady in Q2 2025 at 1 share worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Parkworth Wealth Management first reported a position in CPA in Q4 2024 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold CPA as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Copa Holdings worth $110 as of Q2 2025.
  • Parkworth Wealth Management left its Copa Holdings share count unchanged in Q2 2025.
  • Copa Holdings made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1104 holding.
  • Parkworth Wealth Management first reported a position in Copa Holdings in Q4 2024 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.