Hoxton Planning & Management
CPA icon

Hoxton Planning & Management’s Copa Holdings CPA Stock Holding History

Hoxton Planning & 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
2026
Q3 		– Sell
-1,480
Closed -$230K – 229
2026
Q2 		$230K Buy
+1,480
New +$193K 0.06% 213

Other funds holding CPA

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Deltec Asset Management
Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return

Hoxton Planning & Management's CPA Position: Q3 2026 in Review

Hoxton Planning & Management sold out of Copa Holdings (CPA) in Q3 2026, closing a stake of 1,480 shares — an estimated $230K sold.

Hoxton Planning & Management first reported a position in CPA in Q2 2026 and held it in 1 quarter. The position peaked at $230K in Q2 2026. 59 funds tracked by Wall St. Rank hold CPA as of Q3 2026.

  • Hoxton Planning & Management reported no remaining Copa Holdings position as of Q3 2026 after selling out during the quarter.
  • Hoxton Planning & Management sold 1,480 Copa Holdings shares in Q3 2026, an estimated $230K.
  • Hoxton Planning & Management first reported a position in Copa Holdings in Q2 2026 and held it in 1 quarter.
  • Hoxton Planning & Management's Copa Holdings position peaked at $230K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held Copa Holdings as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.