TRUE Private Wealth Advisors’s Copa Holdings CPA Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-80	Closed	-$6K	–	323
2020 Q4	$6K	Hold	80	–	–	﹤0.01%	585
2020 Q3	$4K	Hold	80	–	–	﹤0.01%	577
2020 Q2	$4K	Hold	80	–	–	﹤0.01%	576
2020 Q1	$3K	Hold	80	–	–	﹤0.01%	570
2019 Q4	$8K	Buy	+80	New	+$8.35K	﹤0.01%	620
2019 Q3	–	Sell	-80	Closed	-$7K	–	317
2019 Q2	$7K	Buy	+80	New	+$7.09K	﹤0.01%	590
2018 Q4	–	Sell	-112	Closed	-$8.94K	–	372
2018 Q3	$8.94K	Buy	+112	New	+$9.81K	﹤0.01%	778

Other funds holding CPA

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWA

Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return

BIP

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

TRUE Private Wealth Advisors's CPA Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Copa Holdings (CPA) in Q1 2021, closing a stake of 80 shares — an estimated $6K sold.

TRUE Private Wealth Advisors first reported a position in CPA in Q3 2018 and held it in 7 quarters. The position peaked at $8.94K in Q3 2018. 177 funds tracked by Wall St. Rank hold CPA as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Copa Holdings position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 80 Copa Holdings shares in Q1 2021, an estimated $6K.
TRUE Private Wealth Advisors first reported a position in Copa Holdings in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Copa Holdings position peaked at $8.94K in Q3 2018.
177 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.