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Advisors Preferred’s Central Pacific Financial CPF Stock Holding History

Advisors Preferred’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-102,270
Closed -$2.87M – 207
2024
Q3 		$2.87M Buy
+102,270
New +$2.63M 0.44% 59

Other funds holding CPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisors Preferred's CPF Position: Q4 2024 in Review

Advisors Preferred sold out of Central Pacific Financial (CPF) in Q4 2024, closing a stake of 102,270 shares — an estimated $2.87M sold.

Advisors Preferred first reported a position in CPF in Q3 2024 and held it in 1 quarter. The position peaked at $2.87M in Q3 2024. 187 funds tracked by Wall St. Rank hold CPF as of Q4 2024.

  • Advisors Preferred reported no remaining Central Pacific Financial position as of Q4 2024 after selling out during the quarter.
  • Advisors Preferred sold 102,270 Central Pacific Financial shares in Q4 2024, an estimated $2.87M.
  • Advisors Preferred first reported a position in Central Pacific Financial in Q3 2024 and held it in 1 quarter.
  • Advisors Preferred's Central Pacific Financial position peaked at $2.87M in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Central Pacific Financial as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.