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Capital Performance Advisors’s eGain EGAN Stock Holding History

Capital Performance Advisors’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-42
Closed -$214 – 909
2024
Q3 		$214 Buy
+42
New +$269 ﹤0.01% 2541

Other funds holding EGAN

OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 EGAN Position: Q4 2024 in Review

Capital Performance Advisors sold out of eGain (EGAN) in Q4 2024, closing a stake of 42 shares — an estimated $214 sold.

Capital Performance Advisors first reported a position in EGAN in Q3 2024 and held it in 1 quarter. The position peaked at $214 in Q3 2024. 78 funds tracked by Wall St. Rank hold EGAN as of Q4 2024.

  • Capital Performance Advisors reported no remaining eGain position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 42 eGain shares in Q4 2024, an estimated $214.
  • Capital Performance Advisors first reported a position in eGain in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's eGain position peaked at $214 in Q3 2024.
  • 78 funds tracked by Wall St. Rank held eGain as of Q4 2024.

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