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Capital Performance Advisors’s Atlanticus Holdings ATLC Stock Holding History

Capital Performance Advisors’s Portfolio ATLC Stock Details ATLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$351 – 380
2024
Q3 		$351 Buy
+10
New +$330 ﹤0.01% 2406

Other funds holding ATLC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Capital Performance Advisors sold out of Atlanticus Holdings (ATLC) in Q4 2024, closing a stake of 10 shares — an estimated $351 sold.

Capital Performance Advisors first reported a position in ATLC in Q3 2024 and held it in 1 quarter. The position peaked at $351 in Q3 2024. 89 funds tracked by Wall St. Rank hold ATLC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Atlanticus Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 10 Atlanticus Holdings shares in Q4 2024, an estimated $351.
  • Capital Performance Advisors first reported a position in Atlanticus Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Atlanticus Holdings position peaked at $351 in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q4 2024.

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