CPA
BLFY

Capital Performance Advisors’s Blue Foundry Bancorp BLFY Stock Holding History

Capital Performance Advisors’s Portfolio BLFY Stock Details BLFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-147
Closed -$1.51K – 501
2024
Q3 		$1.51K Buy
+147
New +$1.53K ﹤0.01% 1702

Other funds holding BLFY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

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

Capital Performance Advisors sold out of Blue Foundry Bancorp (BLFY) in Q4 2024, closing a stake of 147 shares — an estimated $1.51K sold.

Capital Performance Advisors first reported a position in BLFY in Q3 2024 and held it in 1 quarter. The position peaked at $1.51K in Q3 2024. 81 funds tracked by Wall St. Rank hold BLFY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Blue Foundry Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 147 Blue Foundry Bancorp shares in Q4 2024, an estimated $1.51K.
  • Capital Performance Advisors first reported a position in Blue Foundry Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Blue Foundry Bancorp position peaked at $1.51K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Blue Foundry Bancorp as of Q4 2024.

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