CPA
BOLD

Capital Performance Advisors’s Boundless Bio BOLD Stock Holding History

Capital Performance Advisors’s Portfolio BOLD Stock Details BOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-42
Closed -$146 – 2795
2024
Q3 		$146 Buy
+42
New +$152 ﹤0.01% 2628

Other funds holding BOLD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Capital Performance Advisors sold out of Boundless Bio (BOLD) in Q4 2024, closing a stake of 42 shares — an estimated $146 sold.

Capital Performance Advisors first reported a position in BOLD in Q3 2024 and held it in 1 quarter. The position peaked at $146 in Q3 2024. 55 funds tracked by Wall St. Rank hold BOLD as of Q4 2024.

  • Capital Performance Advisors reported no remaining Boundless Bio position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 42 Boundless Bio shares in Q4 2024, an estimated $146.
  • Capital Performance Advisors first reported a position in Boundless Bio in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Boundless Bio position peaked at $146 in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Boundless Bio as of Q4 2024.

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