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Capital Advisors Ltd’s ARKO Corp ARKO Stock Holding History

Capital Advisors Ltd’s Portfolio ARKO Stock Details ARKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-591
Closed -$5K – 1339
2023
Q4 		$5K Buy
+591
New +$4.52K ﹤0.01% 813
2023
Q3 		– Sell
-13
Closed – – 1273
2023
Q2 		$0 Sell
13
-25
-66% -$199 ﹤0.01% 1277
2023
Q1 		$0 Buy
38
+13
+52% +$108 ﹤0.01% 1195
2022
Q4 		$0 Buy
+25
New +$232 ﹤0.01% 1204

Other funds holding ARKO

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Advisors Ltd's ARKO Position: Q1 2024 in Review

Capital Advisors Ltd sold out of ARKO Corp (ARKO) in Q1 2024, closing a stake of 591 shares — an estimated $5K sold.

Capital Advisors Ltd first reported a position in ARKO in Q4 2022 and held it in 4 quarters. The position peaked at $5K in Q4 2023. 102 funds tracked by Wall St. Rank hold ARKO as of Q1 2024.

  • Capital Advisors Ltd reported no remaining ARKO Corp position as of Q1 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 591 ARKO Corp shares in Q1 2024, an estimated $5K.
  • Capital Advisors Ltd first reported a position in ARKO Corp in Q4 2022 and held it in 4 quarters.
  • Capital Advisors Ltd's ARKO Corp position peaked at $5K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held ARKO Corp as of Q1 2024.

Based on Capital Advisors Ltd's 13F filing for Q1 2024, filed 18 Apr 2024.