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Capital Performance Advisors’s Bankunited BKU Stock Holding History

Capital Performance Advisors’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-298
Closed -$10.9K – 494
2024
Q3 		$10.9K Buy
+298
New +$10.6K ﹤0.01% 815

Other funds holding BKU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 BKU Position: Q4 2024 in Review

Capital Performance Advisors sold out of Bankunited (BKU) in Q4 2024, closing a stake of 298 shares — an estimated $10.9K sold.

Capital Performance Advisors first reported a position in BKU in Q3 2024 and held it in 1 quarter. The position peaked at $10.9K in Q3 2024. 270 funds tracked by Wall St. Rank hold BKU as of Q4 2024.

  • Capital Performance Advisors reported no remaining Bankunited position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 298 Bankunited shares in Q4 2024, an estimated $10.9K.
  • Capital Performance Advisors first reported a position in Bankunited in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Bankunited position peaked at $10.9K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Bankunited as of Q4 2024.

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