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Private Wealth Management Group’s Copa Holdings CPA Stock Holding History

Private Wealth Management Group’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
-19
Closed -$1.98K – 1527
2024
Q1 		$1.98K Hold
19
– – ﹤0.01% 973
2023
Q4 		$2.02K Buy
+19
New +$1.74K ﹤0.01% 977

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

Private Wealth Management Group's CPA Position: Q2 2024 in Review

Private Wealth Management Group sold out of Copa Holdings (CPA) in Q2 2024, closing a stake of 19 shares — an estimated $1.98K sold.

Private Wealth Management Group first reported a position in CPA in Q4 2023 and held it in 2 quarters. The position peaked at $2.02K in Q4 2023. 207 funds tracked by Wall St. Rank hold CPA as of Q2 2024.

  • Private Wealth Management Group reported no remaining Copa Holdings position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 19 Copa Holdings shares in Q2 2024, an estimated $1.98K.
  • Private Wealth Management Group first reported a position in Copa Holdings in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Copa Holdings position peaked at $2.02K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.