UB
CPA icon

UMB Bank’s Copa Holdings CPA Stock Holding History

UMB Bank’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
-97
Closed -$8.96K – 1690
2023
Q1 		$8.96K Hold
97
– – ﹤0.01% 1316
2022
Q4 		$8K Hold
97
– – ﹤0.01% 1354
2022
Q3 		$6K Hold
97
– – ﹤0.01% 1419
2022
Q2 		$6K Hold
97
– – ﹤0.01% 1523
2022
Q1 		$8K Hold
97
– – ﹤0.01% 1545
2021
Q4 		$8K Buy
+97
New +$7.6K ﹤0.01% 1504

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UMB Bank's CPA Position: Q2 2023 in Review

UMB Bank sold out of Copa Holdings (CPA) in Q2 2023, closing a stake of 97 shares — an estimated $8.96K sold.

UMB Bank first reported a position in CPA in Q4 2021 and held it in 6 quarters. The position peaked at $8.96K in Q1 2023. 281 funds tracked by Wall St. Rank hold CPA as of Q2 2023.

  • UMB Bank reported no remaining Copa Holdings position as of Q2 2023 after selling out during the quarter.
  • UMB Bank sold 97 Copa Holdings shares in Q2 2023, an estimated $8.96K.
  • UMB Bank first reported a position in Copa Holdings in Q4 2021 and held it in 6 quarters.
  • UMB Bank's Copa Holdings position peaked at $8.96K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2023.

Based on UMB Bank's 13F filing for Q2 2023, filed 25 Jul 2023.