TFO Wealth Partners’s Copa Holdings CPA Stock Holding History

TFO 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
2024 Q2	–	Sell	-1	Closed	-$104	–	213
2024 Q1	$104	Hold	1	–	–	﹤0.01%	631
2023 Q4	$106	Hold	1	–	–	﹤0.01%	786
2023 Q3	$111	Hold	1	–	–	﹤0.01%	958
2023 Q2	$111	Hold	1	–	–	﹤0.01%	643
2023 Q1	$92	Hold	1	–	–	﹤0.01%	667
2022 Q4	$158	Buy	+1	New	+$79	﹤0.01%	674

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

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

TFO Wealth Partners's CPA Position: Q2 2024 in Review

TFO Wealth Partners sold out of Copa Holdings (CPA) in Q2 2024, closing a stake of 1 share — an estimated $104 sold.

TFO Wealth Partners first reported a position in CPA in Q4 2022 and held it in 6 quarters. The position peaked at $158 in Q4 2022. 207 funds tracked by Wall St. Rank hold CPA as of Q2 2024.

TFO Wealth Partners reported no remaining Copa Holdings position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Copa Holdings share in Q2 2024, an estimated $104.
TFO Wealth Partners first reported a position in Copa Holdings in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Copa Holdings position peaked at $158 in Q4 2022.
207 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.