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Capital Asset Advisory Services’s Medpace MEDP Stock Holding History

Capital Asset Advisory Services’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-102
Closed -$14K – 1158
2020
Q4 		$14K Buy
+102
New +$12.9K ﹤0.01% 989

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Asset Advisory Services's MEDP Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Medpace (MEDP) in Q1 2021, closing a stake of 102 shares — an estimated $14K sold.

Capital Asset Advisory Services first reported a position in MEDP in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 319 funds tracked by Wall St. Rank hold MEDP as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Medpace position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 102 Medpace shares in Q1 2021, an estimated $14K.
  • Capital Asset Advisory Services first reported a position in Medpace in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Medpace position peaked at $14K in Q4 2020.
  • 319 funds tracked by Wall St. Rank held Medpace as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.