CPA
CIO

Capital Performance Advisors’s City Office REIT CIO Stock Holding History

Capital Performance Advisors’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-72
Closed -$420 – 654
2024
Q3 		$420 Buy
+72
New +$407 ﹤0.01% 2325

Other funds holding CIO

NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Capital Performance Advisors sold out of City Office REIT (CIO) in Q4 2024, closing a stake of 72 shares — an estimated $420 sold.

Capital Performance Advisors first reported a position in CIO in Q3 2024 and held it in 1 quarter. The position peaked at $420 in Q3 2024. 142 funds tracked by Wall St. Rank hold CIO as of Q4 2024.

  • Capital Performance Advisors reported no remaining City Office REIT position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 72 City Office REIT shares in Q4 2024, an estimated $420.
  • Capital Performance Advisors first reported a position in City Office REIT in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's City Office REIT position peaked at $420 in Q3 2024.
  • 142 funds tracked by Wall St. Rank held City Office REIT as of Q4 2024.

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