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Sowell Financial Services’s Copa Holdings CPA Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-38
Closed -$4K – 2457
2019
Q4 		$4K Sell
38
-38
-50% -$3.96K ﹤0.01% 1955
2019
Q3 		$8K Buy
+76
New +$7.66K ﹤0.01% 1596

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Sowell Financial Services's CPA Position: Q1 2020 in Review

Sowell Financial Services sold out of Copa Holdings (CPA) in Q1 2020, closing a stake of 38 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in CPA in Q3 2019 and held it in 2 quarters. The position peaked at $8K in Q3 2019. 167 funds tracked by Wall St. Rank hold CPA as of Q1 2020.

  • Sowell Financial Services reported no remaining Copa Holdings position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 38 Copa Holdings shares in Q1 2020, an estimated $4K.
  • Sowell Financial Services first reported a position in Copa Holdings in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Copa Holdings position peaked at $8K in Q3 2019.
  • 167 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.