CPA
BFS

Capital Performance Advisors’s Saul Centers BFS Stock Holding History

Capital Performance Advisors’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-108
Closed -$4.53K – 466
2024
Q3 		$4.53K Buy
+108
New +$4.25K ﹤0.01% 1154

Other funds holding BFS

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Capital Performance Advisors sold out of Saul Centers (BFS) in Q4 2024, closing a stake of 108 shares — an estimated $4.53K sold.

Capital Performance Advisors first reported a position in BFS in Q3 2024 and held it in 1 quarter. The position peaked at $4.53K in Q3 2024. 162 funds tracked by Wall St. Rank hold BFS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Saul Centers position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 108 Saul Centers shares in Q4 2024, an estimated $4.53K.
  • Capital Performance Advisors first reported a position in Saul Centers in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Saul Centers position peaked at $4.53K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Saul Centers as of Q4 2024.

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