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Plante Moran Financial Advisors’s Copa Holdings CPA Stock Holding History

Plante Moran Financial Advisors’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
2020
Q4 		– Sell
-20
Closed -$1K – 898
2020
Q3 		$1K Buy
+20
New +$1.01K ﹤0.01% 803
2014
Q4 		– Sell
-125
Closed -$13K – 814
2014
Q3 		$13K Buy
+125
New +$16.7K 0.01% 482

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Plante Moran Financial Advisors's CPA Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Copa Holdings (CPA) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in CPA in Q3 2014 and held it in 2 quarters. The position peaked at $13K in Q3 2014. 182 funds tracked by Wall St. Rank hold CPA as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Copa Holdings position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 20 Copa Holdings shares in Q4 2020, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Copa Holdings in Q3 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Copa Holdings position peaked at $13K in Q3 2014.
  • 182 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.