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

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-10
Closed -$1.19K – 1414
2025
Q3 		$1.19K Buy
+10
New +$1.14K ﹤0.01% 2716

Other funds holding CPA

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s CPA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Copa Holdings (CPA) in Q4 2025, closing a stake of 10 shares — an estimated $1.19K sold.

Wealthspire Advisors (New York) first reported a position in CPA in Q3 2025 and held it in 1 quarter. The position peaked at $1.19K in Q3 2025. 283 funds tracked by Wall St. Rank hold CPA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Copa Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10 Copa Holdings shares in Q4 2025, an estimated $1.19K.
  • Wealthspire Advisors (New York) first reported a position in Copa Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Copa Holdings position peaked at $1.19K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.