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Strategic Wealth Partners’s Copa Holdings CPA Stock Holding History

Strategic Wealth Partners’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
2025
Q4 		– Sell
-82
Closed -$9.74K – 1474
2025
Q3 		$9.74K Buy
+82
New +$9.38K ﹤0.01% 902
2018
Q2 		– Sell
-27
Closed -$3K – 768
2018
Q1 		$3K Hold
27
– – ﹤0.01% 687
2017
Q4 		$4K Buy
+27
New +$3.51K ﹤0.01% 626

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Strategic Wealth Partners's CPA Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Copa Holdings (CPA) in Q4 2025, closing a stake of 82 shares — an estimated $9.74K sold.

Strategic Wealth Partners first reported a position in CPA in Q4 2017 and held it in 3 quarters. The position peaked at $9.74K in Q3 2025. 283 funds tracked by Wall St. Rank hold CPA as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Copa Holdings position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 82 Copa Holdings shares in Q4 2025, an estimated $9.74K.
  • Strategic Wealth Partners first reported a position in Copa Holdings in Q4 2017 and held it in 3 quarters.
  • Strategic Wealth Partners's Copa Holdings position peaked at $9.74K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.