WRF
CPA icon

Waddell & Reed Financial’s Copa Holdings CPA Stock Holding History

Waddell & Reed Financial’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 		$31.7M Buy
392,313
+25,896
+7% +$2.15M 0.07% 310
2020
Q4 		$28.3M Buy
366,417
+60,049
+20% +$4.01M 0.06% 324
2020
Q3 		$15.4M Buy
+306,368
New +$15.5M 0.04% 347
2016
Q4 		– Sell
-113,000
Closed -$9.94M – 581
2016
Q3 		$9.94M Buy
113,000
+2,600
+2% +$197K 0.02% 415
2016
Q2 		$5.77M Buy
+110,400
New +$6.37M 0.01% 457
2014
Q4 		– Sell
-57,801
Closed -$6.2M – 563
2014
Q3 		$6.2M Sell
57,801
-20,220
-26% -$2.69M 0.01% 468
2014
Q2 		$11.1M Sell
78,021
-23,200
-23% -$3.25M 0.02% 415
2014
Q1 		$14.7M Buy
101,221
+9,170
+10% +$1.28M 0.02% 374
2013
Q4 		$14.7M Hold
92,051
– – 0.02% 363
2013
Q3 		$12.8M Sell
92,051
-62,100
-40% -$8.51M 0.02% 376
2013
Q2 		$20.2M Buy
+154,151
New +$19.7M 0.04% 293

Other funds holding CPA

Baillie Gifford & Co
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
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