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Capital Performance Advisors’s Byline Bancorp BY Stock Holding History

Capital Performance Advisors’s Portfolio BY Stock Details BY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-400
Closed -$10.7K – 558
2024
Q3 		$10.7K Buy
+400
New +$10.6K ﹤0.01% 821

Other funds holding BY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital Performance Advisors sold out of Byline Bancorp (BY) in Q4 2024, closing a stake of 400 shares — an estimated $10.7K sold.

Capital Performance Advisors first reported a position in BY in Q3 2024 and held it in 1 quarter. The position peaked at $10.7K in Q3 2024. 141 funds tracked by Wall St. Rank hold BY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Byline Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 400 Byline Bancorp shares in Q4 2024, an estimated $10.7K.
  • Capital Performance Advisors first reported a position in Byline Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Byline Bancorp position peaked at $10.7K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Byline Bancorp as of Q4 2024.

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