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Capital Performance Advisors’s Amalgamated Financial AMAL Stock Holding History

Capital Performance Advisors’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-275
Closed -$8.63K – 283
2024
Q3 		$8.63K Buy
+275
New +$8.34K ﹤0.01% 895

Other funds holding AMAL

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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

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

Capital Performance Advisors sold out of Amalgamated Financial (AMAL) in Q4 2024, closing a stake of 275 shares — an estimated $8.63K sold.

Capital Performance Advisors first reported a position in AMAL in Q3 2024 and held it in 1 quarter. The position peaked at $8.63K in Q3 2024. 195 funds tracked by Wall St. Rank hold AMAL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Amalgamated Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 275 Amalgamated Financial shares in Q4 2024, an estimated $8.63K.
  • Capital Performance Advisors first reported a position in Amalgamated Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Amalgamated Financial position peaked at $8.63K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Amalgamated Financial as of Q4 2024.

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