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Vise Technologies’s Copa Holdings CPA Stock Holding History

Vise Technologies’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 		– Sell
-2,929
Closed -$275K – 819
2024
Q3 		$275K Buy
2,929
+724
+33% +$65.5K 0.04% 471
2024
Q2 		$210K Buy
2,205
+58
+3% +$5.79K 0.04% 394
2024
Q1 		$224K Sell
2,147
-643
-23% -$63.9K 0.04% 348
2023
Q4 		$297K Sell
2,790
-413
-13% -$37.8K 0.06% 274
2023
Q3 		$285K Sell
3,203
-651
-17% -$67.6K 0.07% 250
2023
Q2 		$426K Buy
+3,854
New +$386K 0.1% 194

Other funds holding CPA

Capital World Investors
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Vise Technologies's CPA Position: Q4 2024 in Review

Vise Technologies sold out of Copa Holdings (CPA) in Q4 2024, closing a stake of 2,929 shares — an estimated $275K sold.

Vise Technologies first reported a position in CPA in Q2 2023 and held it in 6 quarters. The position peaked at $426K in Q2 2023. 196 funds tracked by Wall St. Rank hold CPA as of Q4 2024.

  • Vise Technologies reported no remaining Copa Holdings position as of Q4 2024 after selling out during the quarter.
  • Vise Technologies sold 2,929 Copa Holdings shares in Q4 2024, an estimated $275K.
  • Vise Technologies first reported a position in Copa Holdings in Q2 2023 and held it in 6 quarters.
  • Vise Technologies's Copa Holdings position peaked at $426K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2024.

Based on Vise Technologies's 13F filing for Q4 2024, filed 18 Feb 2025.