Sugarloaf Wealth Management’s Copa Holdings CPA Stock Holding History

Sugarloaf Wealth 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 Q4	$3.08K	Buy	+35	New	+$3.32K	﹤0.01%	608

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sugarloaf Wealth Management's CPA Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Copa Holdings (CPA) in Q4 2024: 35 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings.

196 funds tracked by Wall St. Rank hold CPA as of Q4 2024.

Sugarloaf Wealth Management held 35 shares of Copa Holdings worth $3.08K as of Q4 2024.
Copa Holdings was a new Sugarloaf Wealth Management position in Q4 2024.
Copa Holdings made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #608 holding.
196 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.