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Capital Performance Advisors’s Alico ALCO Stock Holding History

Capital Performance Advisors’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-27
Closed -$755 – 259
2024
Q3 		$755 Buy
+27
New +$749 ﹤0.01% 2056

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
JIM
JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

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

Capital Performance Advisors sold out of Alico (ALCO) in Q4 2024, closing a stake of 27 shares — an estimated $755 sold.

Capital Performance Advisors first reported a position in ALCO in Q3 2024 and held it in 1 quarter. The position peaked at $755 in Q3 2024. 75 funds tracked by Wall St. Rank hold ALCO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Alico position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 27 Alico shares in Q4 2024, an estimated $755.
  • Capital Performance Advisors first reported a position in Alico in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Alico position peaked at $755 in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Alico as of Q4 2024.

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