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Capital Performance Advisors’s Definitive Healthcare DH Stock Holding History

Capital Performance Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-575
Closed -$2.57K – 836
2024
Q3 		$2.57K Buy
+575
New +$2.7K ﹤0.01% 1440

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital Performance Advisors sold out of Definitive Healthcare (DH) in Q4 2024, closing a stake of 575 shares — an estimated $2.57K sold.

Capital Performance Advisors first reported a position in DH in Q3 2024 and held it in 1 quarter. The position peaked at $2.57K in Q3 2024. 128 funds tracked by Wall St. Rank hold DH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Definitive Healthcare position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 575 Definitive Healthcare shares in Q4 2024, an estimated $2.57K.
  • Capital Performance Advisors first reported a position in Definitive Healthcare in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Definitive Healthcare position peaked at $2.57K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2024.

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