CPA
EBTC

Capital Performance Advisors’s Enterprise Bancorp EBTC Stock Holding History

Capital Performance Advisors’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51
Closed -$1.63K – 893
2024
Q3 		$1.63K Buy
+51
New +$1.46K ﹤0.01% 1666

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Geode Capital Management
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State Street
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Citigroup
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BFC
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Commonwealth Equity Services
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SCP
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Capital Performance Advisors's EBTC Position: Q4 2024 in Review

Capital Performance Advisors sold out of Enterprise Bancorp (EBTC) in Q4 2024, closing a stake of 51 shares — an estimated $1.63K sold.

Capital Performance Advisors first reported a position in EBTC in Q3 2024 and held it in 1 quarter. The position peaked at $1.63K in Q3 2024. 92 funds tracked by Wall St. Rank hold EBTC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Enterprise Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 51 Enterprise Bancorp shares in Q4 2024, an estimated $1.63K.
  • Capital Performance Advisors first reported a position in Enterprise Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Enterprise Bancorp position peaked at $1.63K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q4 2024.

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