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Capital Performance Advisors’s Arteris AIP Stock Holding History

Capital Performance Advisors’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16
Closed -$124 – 244
2024
Q3 		$124 Buy
+16
New +$124 ﹤0.01% 2661

Other funds holding AIP

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

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

Capital Performance Advisors sold out of Arteris (AIP) in Q4 2024, closing a stake of 16 shares — an estimated $124 sold.

Capital Performance Advisors first reported a position in AIP in Q3 2024 and held it in 1 quarter. The position peaked at $124 in Q3 2024. 104 funds tracked by Wall St. Rank hold AIP as of Q4 2024.

  • Capital Performance Advisors reported no remaining Arteris position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 16 Arteris shares in Q4 2024, an estimated $124.
  • Capital Performance Advisors first reported a position in Arteris in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Arteris position peaked at $124 in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Arteris as of Q4 2024.

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