CPA
CPF icon

Capital Performance Advisors’s Central Pacific Financial CPF Stock Holding History

Capital Performance Advisors’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-576
Closed -$17K – 718
2024
Q3 		$17K Buy
+576
New +$14.8K 0.01% 657

Other funds holding CPF

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Capital Performance Advisors sold out of Central Pacific Financial (CPF) in Q4 2024, closing a stake of 576 shares — an estimated $17K sold.

Capital Performance Advisors first reported a position in CPF in Q3 2024 and held it in 1 quarter. The position peaked at $17K in Q3 2024. 187 funds tracked by Wall St. Rank hold CPF as of Q4 2024.

  • Capital Performance Advisors reported no remaining Central Pacific Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 576 Central Pacific Financial shares in Q4 2024, an estimated $17K.
  • Capital Performance Advisors first reported a position in Central Pacific Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Central Pacific Financial position peaked at $17K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Central Pacific Financial as of Q4 2024.

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