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Capital Advisors Ltd’s Vital Farms VITL Stock Holding History

Capital Advisors Ltd’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-48
Closed -$1K – 1557
2023
Q1 		$1K Hold
48
– – ﹤0.01% 1131
2022
Q4 		$1K Buy
48
+42
+700% +$580 ﹤0.01% 1114
2022
Q3 		$0 Buy
+6
New +$72 ﹤0.01% 1547

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William Blair Investment Management
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ACI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Ltd's VITL Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Vital Farms (VITL) in Q2 2023, closing a stake of 48 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in VITL in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2023. 138 funds tracked by Wall St. Rank hold VITL as of Q2 2023.

  • Capital Advisors Ltd reported no remaining Vital Farms position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 48 Vital Farms shares in Q2 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Vital Farms in Q3 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's Vital Farms position peaked at $1K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held Vital Farms as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.