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Capital Performance Advisors’s Alector ALEC Stock Holding History

Capital Performance Advisors’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-243
Closed -$1.13K – 262
2024
Q3 		$1.13K Buy
+243
New +$1.3K ﹤0.01% 1847

Other funds holding ALEC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
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
MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Capital Performance Advisors sold out of Alector (ALEC) in Q4 2024, closing a stake of 243 shares — an estimated $1.13K sold.

Capital Performance Advisors first reported a position in ALEC in Q3 2024 and held it in 1 quarter. The position peaked at $1.13K in Q3 2024. 150 funds tracked by Wall St. Rank hold ALEC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Alector position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 243 Alector shares in Q4 2024, an estimated $1.13K.
  • Capital Performance Advisors first reported a position in Alector in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Alector position peaked at $1.13K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Alector as of Q4 2024.

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