TCI Wealth Advisors’s Copa Holdings CPA Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-58	Closed	-$5.36K	–	644
2023 Q1	$5.36K	Hold	58	–	–	﹤0.01%	1474
2022 Q4	$4.82K	Buy	58 +1	+2%	+$79	﹤0.01%	1548
2022 Q3	$4K	Buy	57 +1	+2%	+$70	﹤0.01%	1581
2022 Q2	$4K	Hold	56	–	–	﹤0.01%	1600
2022 Q1	$5K	Hold	56	–	–	﹤0.01%	1512
2021 Q4	$5K	Hold	56	–	–	﹤0.01%	1631
2021 Q3	$5K	Hold	56	–	–	﹤0.01%	1561
2021 Q2	$4K	Hold	56	–	–	﹤0.01%	1548
2021 Q1	$5K	Hold	56	–	–	﹤0.01%	1233
2020 Q4	$4K	Hold	56	–	–	﹤0.01%	944
2020 Q3	$3K	Hold	56	–	–	﹤0.01%	929
2020 Q2	$3K	Hold	56	–	–	﹤0.01%	878
2020 Q1	$3K	Hold	56	–	–	﹤0.01%	845
2019 Q4	$6K	Hold	56	–	–	﹤0.01%	803
2019 Q3	$6K	Hold	56	–	–	﹤0.01%	752
2019 Q2	$5K	Hold	56	–	–	﹤0.01%	758
2019 Q1	$5K	Hold	56	–	–	﹤0.01%	776
2018 Q4	$4K	Sell	56 -2	-3%	-$157	﹤0.01%	808
2018 Q3	$5K	Sell	58 -4	-6%	-$350	﹤0.01%	779
2018 Q2	$6K	Buy	62 +6	+11%	+$673	﹤0.01%	730
2018 Q1	$7K	Hold	56	–	–	﹤0.01%	674
2017 Q4	$8K	Hold	56	–	–	﹤0.01%	671
2017 Q3	$7K	Hold	56	–	–	﹤0.01%	662
2017 Q2	$7K	Hold	56	–	–	﹤0.01%	658
2017 Q1	$6K	Hold	56	–	–	﹤0.01%	676
2016 Q4	$5K	Hold	56	–	–	﹤0.01%	762
2016 Q3	$5K	Hold	56	–	–	﹤0.01%	720
2016 Q2	$3K	Hold	56	–	–	﹤0.01%	827
2016 Q1	$4K	Buy	+56	New	+$3.14K	﹤0.01%	759

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

SIM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

TCI Wealth Advisors's CPA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Copa Holdings (CPA) in Q2 2023, closing a stake of 58 shares — an estimated $5.36K sold.

TCI Wealth Advisors first reported a position in CPA in Q1 2016 and held it in 29 quarters. The position peaked at $8K in Q4 2017. 281 funds tracked by Wall St. Rank hold CPA as of Q2 2023.

TCI Wealth Advisors reported no remaining Copa Holdings position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 58 Copa Holdings shares in Q2 2023, an estimated $5.36K.
TCI Wealth Advisors first reported a position in Copa Holdings in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's Copa Holdings position peaked at $8K in Q4 2017.
281 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.