CPA
BELFB

Capital Performance Advisors’s Bel Fuse Inc Class B BELFB Stock Holding History

Capital Performance Advisors’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$79 – 460
2024
Q3 		$79 Buy
+1
New +$68 ﹤0.01% 2737

Other funds holding BELFB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Performance Advisors sold out of Bel Fuse Inc Class B (BELFB) in Q4 2024, closing a stake of 1 share — an estimated $79 sold.

Capital Performance Advisors first reported a position in BELFB in Q3 2024 and held it in 1 quarter. The position peaked at $79 in Q3 2024. 168 funds tracked by Wall St. Rank hold BELFB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Bel Fuse Inc Class B position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 Bel Fuse Inc Class B share in Q4 2024, an estimated $79.
  • Capital Performance Advisors first reported a position in Bel Fuse Inc Class B in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Bel Fuse Inc Class B position peaked at $79 in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q4 2024.

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