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Capital Performance Advisors’s Consumer Portfolio Services CPSS Stock Holding History

Capital Performance Advisors’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-28
Closed -$263 – 724
2024
Q3 		$263 Buy
+28
New +$261 ﹤0.01% 2496

Other funds holding CPSS

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital Performance Advisors sold out of Consumer Portfolio Services (CPSS) in Q4 2024, closing a stake of 28 shares — an estimated $263 sold.

Capital Performance Advisors first reported a position in CPSS in Q3 2024 and held it in 1 quarter. The position peaked at $263 in Q3 2024. 49 funds tracked by Wall St. Rank hold CPSS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Consumer Portfolio Services position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 28 Consumer Portfolio Services shares in Q4 2024, an estimated $263.
  • Capital Performance Advisors first reported a position in Consumer Portfolio Services in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Consumer Portfolio Services position peaked at $263 in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q4 2024.

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