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Capital Performance Advisors’s ACI Worldwide ACIW Stock Holding History

Capital Performance Advisors’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,325
Closed -$118K – 193
2024
Q3 		$118K Buy
+2,325
New +$106K 0.04% 174

Other funds holding ACIW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Performance Advisors's ACIW Position: Q4 2024 in Review

Capital Performance Advisors sold out of ACI Worldwide (ACIW) in Q4 2024, closing a stake of 2,325 shares — an estimated $118K sold.

Capital Performance Advisors first reported a position in ACIW in Q3 2024 and held it in 1 quarter. The position peaked at $118K in Q3 2024. 376 funds tracked by Wall St. Rank hold ACIW as of Q4 2024.

  • Capital Performance Advisors reported no remaining ACI Worldwide position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2,325 ACI Worldwide shares in Q4 2024, an estimated $118K.
  • Capital Performance Advisors first reported a position in ACI Worldwide in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's ACI Worldwide position peaked at $118K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held ACI Worldwide as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.