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Capital Performance Advisors’s BayCom BCML Stock Holding History

Capital Performance Advisors’s Portfolio BCML Stock Details BCML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18
Closed -$427 – 453
2024
Q3 		$427 Buy
+18
New +$404 ﹤0.01% 2316

Other funds holding BCML

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Performance Advisors sold out of BayCom (BCML) in Q4 2024, closing a stake of 18 shares — an estimated $427 sold.

Capital Performance Advisors first reported a position in BCML in Q3 2024 and held it in 1 quarter. The position peaked at $427 in Q3 2024. 84 funds tracked by Wall St. Rank hold BCML as of Q4 2024.

  • Capital Performance Advisors reported no remaining BayCom position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 18 BayCom shares in Q4 2024, an estimated $427.
  • Capital Performance Advisors first reported a position in BayCom in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's BayCom position peaked at $427 in Q3 2024.
  • 84 funds tracked by Wall St. Rank held BayCom as of Q4 2024.

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