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Capital Performance Advisors’s Choiceone Financial COFS Stock Holding History

Capital Performance Advisors’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13
Closed -$402 – 696
2024
Q3 		$402 Buy
+13
New +$374 ﹤0.01% 2346

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital Performance Advisors sold out of Choiceone Financial (COFS) in Q4 2024, closing a stake of 13 shares — an estimated $402 sold.

Capital Performance Advisors first reported a position in COFS in Q3 2024 and held it in 1 quarter. The position peaked at $402 in Q3 2024. 78 funds tracked by Wall St. Rank hold COFS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Choiceone Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Choiceone Financial shares in Q4 2024, an estimated $402.
  • Capital Performance Advisors first reported a position in Choiceone Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Choiceone Financial position peaked at $402 in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Choiceone Financial as of Q4 2024.

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