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Capital Performance Advisors’s Bank7 Corp BSVN Stock Holding History

Capital Performance Advisors’s Portfolio BSVN Stock Details BSVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50
Closed -$1.87K – 539
2024
Q3 		$1.87K Buy
+50
New +$1.89K ﹤0.01% 1599

Other funds holding BSVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Capital Performance Advisors sold out of Bank7 Corp (BSVN) in Q4 2024, closing a stake of 50 shares — an estimated $1.87K sold.

Capital Performance Advisors first reported a position in BSVN in Q3 2024 and held it in 1 quarter. The position peaked at $1.87K in Q3 2024. 77 funds tracked by Wall St. Rank hold BSVN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Bank7 Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 50 Bank7 Corp shares in Q4 2024, an estimated $1.87K.
  • Capital Performance Advisors first reported a position in Bank7 Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Bank7 Corp position peaked at $1.87K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Bank7 Corp as of Q4 2024.

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