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Concurrent Investment Advisors, LLC → CPA
Concurrent Investment Advisors, LLC CPA Position History
Copa Holdings, S.A. • Transportation & Utilities
Quarters held
7
Latest value
$6.6M
Q3 2026
Peak value
$9.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.9M |
| Q1 2026 | $26K |
| Q1 2026 | $6.7M |
| Q2 2026 | $9.2M |
| Q2 2026 | $18K |
| Q3 2026 | $54K |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 49.8K | — | — |
| Q3 2026 | $54K | 413 | — | — |
| Q2 2026 | $18K | 114 | — | — |
| Q2 2026 | $9.2M | 59.1K | — | — |
| Q1 2026 | $6.7M | 59.4K | — | — |
| Q1 2026 | $26K | 226 | — | — |
| Q4 2025 | $7.9M | 65.7K | — | — |
Other funds holding CPA
$146.8M
$125.8M
$121.1M
$120.2M
$106.6M
$69.3M