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Salem Investment Counselors’s Copa Holdings CPA Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-100
Closed -$5K – 701
2020
Q2 		$5K Hold
100
– – ﹤0.01% 591
2020
Q1 		$5K Buy
+100
New +$8.55K ﹤0.01% 571

Other funds holding CPA

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Salem Investment Counselors's CPA Position: Q3 2020 in Review

Salem Investment Counselors sold out of Copa Holdings (CPA) in Q3 2020, closing a stake of 100 shares — an estimated $5K sold.

Salem Investment Counselors first reported a position in CPA in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 168 funds tracked by Wall St. Rank hold CPA as of Q3 2020.

  • Salem Investment Counselors reported no remaining Copa Holdings position as of Q3 2020 after selling out during the quarter.
  • Salem Investment Counselors sold 100 Copa Holdings shares in Q3 2020, an estimated $5K.
  • Salem Investment Counselors first reported a position in Copa Holdings in Q1 2020 and held it in 2 quarters.
  • Salem Investment Counselors's Copa Holdings position peaked at $5K in Q2 2020.
  • 168 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2020.

Based on Salem Investment Counselors's 13F filing for Q3 2020, filed 13 Nov 2020.