L.J. Altfest & Co’s Copa Holdings CPA Stock Holding History

L.J. Altfest & Co’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	-5,790	Closed	-$688K	–	338
2025 Q3	$688K	Buy	5,790 +237	+4%	+$27.1K	0.08%	183
2025 Q2	$611K	Buy	+5,553	New	+$548K	0.07%	194

Other funds holding CPA

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

L.J. Altfest & Co's CPA Position: Q4 2025 in Review

L.J. Altfest & Co sold out of Copa Holdings (CPA) in Q4 2025, closing a stake of 5,790 shares — an estimated $688K sold.

L.J. Altfest & Co first reported a position in CPA in Q2 2025 and held it in 2 quarters. The position peaked at $688K in Q3 2025. 283 funds tracked by Wall St. Rank hold CPA as of Q4 2025.

L.J. Altfest & Co reported no remaining Copa Holdings position as of Q4 2025 after selling out during the quarter.
L.J. Altfest & Co sold 5,790 Copa Holdings shares in Q4 2025, an estimated $688K.
L.J. Altfest & Co first reported a position in Copa Holdings in Q2 2025 and held it in 2 quarters.
L.J. Altfest & Co's Copa Holdings position peaked at $688K in Q3 2025.
283 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.