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Capital Performance Advisors’s DXP Enterprises DXPE Stock Holding History

Capital Performance Advisors’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-81
Closed -$4.32K – 882
2024
Q3 		$4.32K Buy
+81
New +$4.07K ﹤0.01% 1176

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Performance Advisors sold out of DXP Enterprises (DXPE) in Q4 2024, closing a stake of 81 shares — an estimated $4.32K sold.

Capital Performance Advisors first reported a position in DXPE in Q3 2024 and held it in 1 quarter. The position peaked at $4.32K in Q3 2024. 186 funds tracked by Wall St. Rank hold DXPE as of Q4 2024.

  • Capital Performance Advisors reported no remaining DXP Enterprises position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 81 DXP Enterprises shares in Q4 2024, an estimated $4.32K.
  • Capital Performance Advisors first reported a position in DXP Enterprises in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's DXP Enterprises position peaked at $4.32K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held DXP Enterprises as of Q4 2024.

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