CAL
FARM

Capital Advisors Ltd’s Farmer Brothers FARM Stock Holding History

Capital Advisors Ltd’s Portfolio FARM Stock Details FARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-56
Closed – – 1436
2024
Q3 		$0 Sell
56
-75
-57% -$192 ﹤0.01% 1448
2024
Q2 		$0 Hold
131
– – ﹤0.01% 1463
2024
Q1 		$0 Hold
131
– – ﹤0.01% 1414
2023
Q4 		$0 Buy
131
+75
+134% +$205 ﹤0.01% 1348
2023
Q3 		$0 Hold
56
– – ﹤0.01% 1338
2023
Q2 		$0 Buy
+56
New +$151 ﹤0.01% 1363

Other funds holding FARM

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Advisors Ltd's FARM Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Farmer Brothers (FARM) in Q4 2024, closing a stake of 56 shares.

Capital Advisors Ltd first reported a position in FARM in Q2 2023 and held it in 6 quarters. The position peaked at $0 in Q3 2024. 51 funds tracked by Wall St. Rank hold FARM as of Q4 2024.

  • Capital Advisors Ltd reported no remaining Farmer Brothers position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 56 Farmer Brothers shares in Q4 2024.
  • Capital Advisors Ltd first reported a position in Farmer Brothers in Q2 2023 and held it in 6 quarters.
  • Capital Advisors Ltd's Farmer Brothers position peaked at $0 in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Farmer Brothers as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.