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Capital Performance Advisors’s Bridger Aerospace BAER Stock Holding History

Capital Performance Advisors’s Portfolio BAER Stock Details BAER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-71
Closed -$158 – 429
2024
Q3 		$158 Buy
+71
New +$209 ﹤0.01% 2609

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Vanguard Group
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BlackRock
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baird Financial Group
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PWA
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Cerity Partners
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MCCA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Performance Advisors sold out of Bridger Aerospace (BAER) in Q4 2024, closing a stake of 71 shares — an estimated $158 sold.

Capital Performance Advisors first reported a position in BAER in Q3 2024 and held it in 1 quarter. The position peaked at $158 in Q3 2024. 54 funds tracked by Wall St. Rank hold BAER as of Q4 2024.

  • Capital Performance Advisors reported no remaining Bridger Aerospace position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 71 Bridger Aerospace shares in Q4 2024, an estimated $158.
  • Capital Performance Advisors first reported a position in Bridger Aerospace in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Bridger Aerospace position peaked at $158 in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Bridger Aerospace as of Q4 2024.

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