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Capital Performance Advisors’s Amerant Bancorp AMTB Stock Holding History

Capital Performance Advisors’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15
Closed -$321 – 304
2024
Q3 		$321 Buy
+15
New +$329 ﹤0.01% 2435

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Performance Advisors sold out of Amerant Bancorp (AMTB) in Q4 2024, closing a stake of 15 shares — an estimated $321 sold.

Capital Performance Advisors first reported a position in AMTB in Q3 2024 and held it in 1 quarter. The position peaked at $321 in Q3 2024. 117 funds tracked by Wall St. Rank hold AMTB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Amerant Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 15 Amerant Bancorp shares in Q4 2024, an estimated $321.
  • Capital Performance Advisors first reported a position in Amerant Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Amerant Bancorp position peaked at $321 in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Amerant Bancorp as of Q4 2024.

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