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Capital Advisors Ltd’s Natural Alternatives International NAII Stock Holding History

Capital Advisors Ltd’s Portfolio NAII Stock Details NAII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-163
Closed -$1K – 1500
2024
Q4 		$1K Buy
+163
New +$726 ﹤0.01% 1257
2024
Q3 		– Sell
-82
Closed – – 1532
2024
Q2 		$0 Buy
+82
New +$533 ﹤0.01% 1554

Other funds holding NAII

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Capital Advisors Ltd's NAII Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Natural Alternatives International (NAII) in Q1 2025, closing a stake of 163 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in NAII in Q2 2024 and held it in 2 quarters. The position peaked at $1K in Q4 2024. 22 funds tracked by Wall St. Rank hold NAII as of Q1 2025.

  • Capital Advisors Ltd reported no remaining Natural Alternatives International position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 163 Natural Alternatives International shares in Q1 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Natural Alternatives International in Q2 2024 and held it in 2 quarters.
  • Capital Advisors Ltd's Natural Alternatives International position peaked at $1K in Q4 2024.
  • 22 funds tracked by Wall St. Rank held Natural Alternatives International as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.