ZIM
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Zacks Investment Management’s Copa Holdings CPA Stock Holding History

Zacks Investment Management’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
Q3 		– Sell
-36,963
Closed -$3.52M – 693
2024
Q2 		$3.52M Buy
36,963
+1,371
+4% +$137K 0.04% 218
2024
Q1 		$3.71M Buy
35,592
+4,328
+14% +$430K 0.04% 236
2023
Q4 		$3.32M Sell
31,264
-2,468
-7% -$226K 0.04% 231
2023
Q3 		$3.01M Sell
33,732
-1,877
-5% -$195K 0.04% 227
2023
Q2 		$3.94M Sell
35,609
-874
-2% -$87.6K 0.05% 201
2023
Q1 		$3.37M Buy
+36,483
New +$3.31M 0.05% 223
2017
Q2 		– Sell
-1,862
Closed -$209K – 602
2017
Q1 		$209K Buy
+1,862
New +$190K 0.01% 577
2013
Q4 		– Sell
-2,941
Closed -$408K – 678
2013
Q3 		$408K Sell
2,941
-123
-4% -$16.9K 0.02% 409
2013
Q2 		$402K Buy
+3,064
New +$391K 0.02% 392

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Zacks Investment Management's CPA Position: Q3 2024 in Review

Zacks Investment Management sold out of Copa Holdings (CPA) in Q3 2024, closing a stake of 36,963 shares — an estimated $3.52M sold.

Zacks Investment Management first reported a position in CPA in Q2 2013 and held it in 9 quarters. The position peaked at $3.94M in Q2 2023. 195 funds tracked by Wall St. Rank hold CPA as of Q3 2024.

  • Zacks Investment Management reported no remaining Copa Holdings position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 36,963 Copa Holdings shares in Q3 2024, an estimated $3.52M.
  • Zacks Investment Management first reported a position in Copa Holdings in Q2 2013 and held it in 9 quarters.
  • Zacks Investment Management's Copa Holdings position peaked at $3.94M in Q2 2023.
  • 195 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.