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Capital Performance Advisors’s American Realty Investors ARL Stock Holding History

Capital Performance Advisors’s Portfolio ARL Stock Details ARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19
Closed -$333 – 351
2024
Q3 		$333 Buy
+19
New +$324 ﹤0.01% 2423

Other funds holding ARL

WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital Performance Advisors sold out of American Realty Investors (ARL) in Q4 2024, closing a stake of 19 shares — an estimated $333 sold.

Capital Performance Advisors first reported a position in ARL in Q3 2024 and held it in 1 quarter. The position peaked at $333 in Q3 2024. 37 funds tracked by Wall St. Rank hold ARL as of Q4 2024.

  • Capital Performance Advisors reported no remaining American Realty Investors position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 19 American Realty Investors shares in Q4 2024, an estimated $333.
  • Capital Performance Advisors first reported a position in American Realty Investors in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's American Realty Investors position peaked at $333 in Q3 2024.
  • 37 funds tracked by Wall St. Rank held American Realty Investors as of Q4 2024.

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