Capital Analysts LLC’s ACV Auctions ACVA Stock Holding History

Capital Analysts LLC’s Portfolio ACVA Stock Details ACVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-122	Closed	-$3K	–	1362
2024 Q4	$3K	Buy	+122	New	+$2.47K	﹤0.01%	1189

Other funds holding ACVA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Analysts LLC's ACVA Position: Q1 2025 in Review

Capital Analysts LLC sold out of ACV Auctions (ACVA) in Q1 2025, closing a stake of 122 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in ACVA in Q4 2024 and held it in 1 quarter. The position peaked at $3K in Q4 2024. 256 funds tracked by Wall St. Rank hold ACVA as of Q1 2025.

Capital Analysts LLC reported no remaining ACV Auctions position as of Q1 2025 after selling out during the quarter.
Capital Analysts LLC sold 122 ACV Auctions shares in Q1 2025, an estimated $3K.
Capital Analysts LLC first reported a position in ACV Auctions in Q4 2024 and held it in 1 quarter.
Capital Analysts LLC's ACV Auctions position peaked at $3K in Q4 2024.
256 funds tracked by Wall St. Rank held ACV Auctions as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.