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Wealthspire Advisors (Maryland)’s Copa Holdings CPA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-106
Closed -$9K – 780
2019
Q1 		$9K Buy
106
+13
+14% +$1.14K ﹤0.01% 1569
2018
Q4 		$7K Buy
93
+31
+50% +$2.43K ﹤0.01% 1593
2018
Q3 		$5K Buy
62
+3
+5% +$263 ﹤0.01% 1779
2018
Q2 		$6K Sell
59
-6
-9% -$673 ﹤0.01% 1707
2018
Q1 		$8K Sell
65
-316
-83% -$42.4K ﹤0.01% 1640
2017
Q4 		$51K Sell
381
-120
-24% -$15.6K 0.01% 996
2017
Q3 		$62K Buy
501
+451
+902% +$57K 0.01% 887
2017
Q2 		$6K Buy
50
+45
+900% +$5.18K ﹤0.01% 1701
2017
Q1 		$1K Buy
+5
New +$509 ﹤0.01% 1781

Other funds holding CPA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
II
INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CPA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Copa Holdings (CPA) in Q2 2019, closing a stake of 106 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in CPA in Q1 2017 and held it in 9 quarters. The position peaked at $62K in Q3 2017. 198 funds tracked by Wall St. Rank hold CPA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Copa Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 106 Copa Holdings shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Copa Holdings in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Copa Holdings position peaked at $62K in Q3 2017.
  • 198 funds tracked by Wall St. Rank held Copa Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.