Whitaker-Myers Wealth Managers’s Copa Holdings CPA Stock Holding History

Whitaker-Myers Wealth Managers’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 Q1	–	Sell	-1,944	Closed	-$207K	–	99
2023 Q4	$207K	Buy	+1,944	New	+$178K	0.1%	82
2023 Q3	–	Sell	-2,068	Closed	-$229K	–	78
2023 Q2	$229K	Buy	+2,068	New	+$207K	0.15%	68

Other funds holding CPA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Whitaker-Myers Wealth Managers's CPA Position: Q1 2024 in Review

Whitaker-Myers Wealth Managers sold out of Copa Holdings (CPA) in Q1 2024, closing a stake of 1,944 shares — an estimated $207K sold.

Whitaker-Myers Wealth Managers first reported a position in CPA in Q2 2023 and held it in 2 quarters. The position peaked at $229K in Q2 2023. 228 funds tracked by Wall St. Rank hold CPA as of Q1 2024.

Whitaker-Myers Wealth Managers reported no remaining Copa Holdings position as of Q1 2024 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 1,944 Copa Holdings shares in Q1 2024, an estimated $207K.
Whitaker-Myers Wealth Managers first reported a position in Copa Holdings in Q2 2023 and held it in 2 quarters.
Whitaker-Myers Wealth Managers's Copa Holdings position peaked at $229K in Q2 2023.
228 funds tracked by Wall St. Rank held Copa Holdings as of Q1 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2024, filed 12 Apr 2024.