CAL
BAND

Capital Advisors Ltd’s Bandwidth Inc BAND Stock Holding History

Capital Advisors Ltd’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-76
Closed -$1K – 1285
2023
Q3 		$1K Hold
76
– – ﹤0.01% 1079
2023
Q2 		$1K Hold
76
– – ﹤0.01% 1088
2023
Q1 		$1K Sell
76
-9
-11% -$181 ﹤0.01% 986
2022
Q4 		$2K Buy
+85
New +$1.55K ﹤0.01% 826
2022
Q3 		– Sell
-64
Closed -$1K – 1240
2022
Q2 		$1K Buy
+64
New +$1.48K ﹤0.01% 721

Other funds holding BAND

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Advisors Ltd's BAND Position: Q4 2023 in Review

Capital Advisors Ltd sold out of Bandwidth Inc (BAND) in Q4 2023, closing a stake of 76 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in BAND in Q2 2022 and held it in 5 quarters. The position peaked at $2K in Q4 2022. 144 funds tracked by Wall St. Rank hold BAND as of Q4 2023.

  • Capital Advisors Ltd reported no remaining Bandwidth Inc position as of Q4 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 76 Bandwidth Inc shares in Q4 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Bandwidth Inc in Q2 2022 and held it in 5 quarters.
  • Capital Advisors Ltd's Bandwidth Inc position peaked at $2K in Q4 2022.
  • 144 funds tracked by Wall St. Rank held Bandwidth Inc as of Q4 2023.

Based on Capital Advisors Ltd's 13F filing for Q4 2023, filed 2 Feb 2024.