Capital Performance Advisors’s Arhaus ARHS Stock Holding History

Capital Performance Advisors’s Portfolio ARHS Stock Details ARHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7	Closed	-$86	–	342
2024 Q3	$86	Buy	+7	New	+$95	﹤0.01%	2723

Other funds holding ARHS

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Capital Performance Advisors sold out of Arhaus (ARHS) in Q4 2024, closing a stake of 7 shares — an estimated $86 sold.

Capital Performance Advisors first reported a position in ARHS in Q3 2024 and held it in 1 quarter. The position peaked at $86 in Q3 2024. 147 funds tracked by Wall St. Rank hold ARHS as of Q4 2024.

Capital Performance Advisors reported no remaining Arhaus position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 7 Arhaus shares in Q4 2024, an estimated $86.
Capital Performance Advisors first reported a position in Arhaus in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Arhaus position peaked at $86 in Q3 2024.
147 funds tracked by Wall St. Rank held Arhaus as of Q4 2024.

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