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Raleigh Capital Management’s Copa Holdings CPA Stock Holding History

Raleigh Capital 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
Q1 		– Sell
-304
Closed -$32.3K – 1007
2023
Q4 		$32.3K Sell
304
-25
-8% -$2.29K 0.02% 345
2023
Q3 		$29.4K Buy
329
+9
+3% +$935 0.02% 328
2023
Q2 		$35.4K Buy
320
+65
+25% +$6.51K 0.02% 288
2023
Q1 		$23.5K Buy
+255
New +$23.1K 0.01% 346

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Raleigh Capital Management's CPA Position: Q1 2024 in Review

Raleigh Capital Management sold out of Copa Holdings (CPA) in Q1 2024, closing a stake of 304 shares — an estimated $32.3K sold.

Raleigh Capital Management first reported a position in CPA in Q1 2023 and held it in 4 quarters. The position peaked at $35.4K in Q2 2023. 228 funds tracked by Wall St. Rank hold CPA as of Q1 2024.

  • Raleigh Capital Management reported no remaining Copa Holdings position as of Q1 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 304 Copa Holdings shares in Q1 2024, an estimated $32.3K.
  • Raleigh Capital Management first reported a position in Copa Holdings in Q1 2023 and held it in 4 quarters.
  • Raleigh Capital Management's Copa Holdings position peaked at $35.4K in Q2 2023.
  • 228 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.