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Capital Performance Advisors’s First Advantage FA Stock Holding History

Capital Performance Advisors’s Portfolio FA Stock Details FA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9
Closed -$179 – 1003
2024
Q3 		$179 Buy
+9
New +$161 ﹤0.01% 2583

Other funds holding FA

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Capital Performance Advisors sold out of First Advantage (FA) in Q4 2024, closing a stake of 9 shares — an estimated $179 sold.

Capital Performance Advisors first reported a position in FA in Q3 2024 and held it in 1 quarter. The position peaked at $179 in Q3 2024. 145 funds tracked by Wall St. Rank hold FA as of Q4 2024.

  • Capital Performance Advisors reported no remaining First Advantage position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 9 First Advantage shares in Q4 2024, an estimated $179.
  • Capital Performance Advisors first reported a position in First Advantage in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's First Advantage position peaked at $179 in Q3 2024.
  • 145 funds tracked by Wall St. Rank held First Advantage as of Q4 2024.

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