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Capital Performance Advisors’s National Vision EYE Stock Holding History

Capital Performance Advisors’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-721
Closed -$7.87K – 1000
2024
Q3 		$7.87K Buy
+721
New +$8.41K ﹤0.01% 934

Other funds holding EYE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

Capital Performance Advisors sold out of National Vision (EYE) in Q4 2024, closing a stake of 721 shares — an estimated $7.87K sold.

Capital Performance Advisors first reported a position in EYE in Q3 2024 and held it in 1 quarter. The position peaked at $7.87K in Q3 2024. 193 funds tracked by Wall St. Rank hold EYE as of Q4 2024.

  • Capital Performance Advisors reported no remaining National Vision position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 721 National Vision shares in Q4 2024, an estimated $7.87K.
  • Capital Performance Advisors first reported a position in National Vision in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's National Vision position peaked at $7.87K in Q3 2024.
  • 193 funds tracked by Wall St. Rank held National Vision as of Q4 2024.

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