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Capital Advisors Ltd’s Pulmonx LUNG Stock Holding History

Capital Advisors Ltd’s Portfolio LUNG Stock Details LUNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-82
Closed -$1K – 1532
2024
Q1 		$1K Hold
82
– – ﹤0.01% 1215
2023
Q4 		$1K Hold
82
– – ﹤0.01% 1169
2023
Q3 		$1K Hold
82
– – ﹤0.01% 1166
2023
Q2 		$1K Hold
82
– – ﹤0.01% 1176
2023
Q1 		$1K Hold
82
– – ﹤0.01% 1061
2022
Q4 		$1K Buy
+82
New +$780 ﹤0.01% 1029
2022
Q2 		– Sell
-25
Closed -$1K – 1182
2022
Q1 		$1K Buy
+25
New +$646 ﹤0.01% 745

Other funds holding LUNG

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital Advisors Ltd's LUNG Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Pulmonx (LUNG) in Q2 2024, closing a stake of 82 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in LUNG in Q1 2022 and held it in 7 quarters. The position peaked at $1K in Q1 2024. 111 funds tracked by Wall St. Rank hold LUNG as of Q2 2024.

  • Capital Advisors Ltd reported no remaining Pulmonx position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 82 Pulmonx shares in Q2 2024, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Pulmonx in Q1 2022 and held it in 7 quarters.
  • Capital Advisors Ltd's Pulmonx position peaked at $1K in Q1 2024.
  • 111 funds tracked by Wall St. Rank held Pulmonx as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.