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Capital Performance Advisors’s Banc of California BANC Stock Holding History

Capital Performance Advisors’s Portfolio BANC Stock Details BANC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-66
Closed -$972 – 433
2024
Q3 		$972 Buy
+66
New +$916 ﹤0.01% 1917

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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 BANC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Banc of California (BANC) in Q4 2024, closing a stake of 66 shares — an estimated $972 sold.

Capital Performance Advisors first reported a position in BANC in Q3 2024 and held it in 1 quarter. The position peaked at $972 in Q3 2024. 283 funds tracked by Wall St. Rank hold BANC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Banc of California position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 66 Banc of California shares in Q4 2024, an estimated $972.
  • Capital Performance Advisors first reported a position in Banc of California in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Banc of California position peaked at $972 in Q3 2024.
  • 283 funds tracked by Wall St. Rank held Banc of California as of Q4 2024.

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