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Capital Performance Advisors’s Douglas Emmett DEI Stock Holding History

Capital Performance Advisors’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-33
Closed -$580 – 824
2024
Q3 		$580 Buy
+33
New +$511 ﹤0.01% 2181

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Wellington Management Group
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Massachusetts Financial Services
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
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FPA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Performance Advisors sold out of Douglas Emmett (DEI) in Q4 2024, closing a stake of 33 shares — an estimated $580 sold.

Capital Performance Advisors first reported a position in DEI in Q3 2024 and held it in 1 quarter. The position peaked at $580 in Q3 2024. 276 funds tracked by Wall St. Rank hold DEI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Douglas Emmett position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 33 Douglas Emmett shares in Q4 2024, an estimated $580.
  • Capital Performance Advisors first reported a position in Douglas Emmett in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Douglas Emmett position peaked at $580 in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Douglas Emmett as of Q4 2024.

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