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Capital Performance Advisors’s Forum Energy Technologies FET Stock Holding History

Capital Performance Advisors’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26
Closed -$402 – 1029
2024
Q3 		$402 Buy
+26
New +$432 ﹤0.01% 2347

Other funds holding FET

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
KCP
Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return

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

Capital Performance Advisors sold out of Forum Energy Technologies (FET) in Q4 2024, closing a stake of 26 shares — an estimated $402 sold.

Capital Performance Advisors first reported a position in FET in Q3 2024 and held it in 1 quarter. The position peaked at $402 in Q3 2024. 88 funds tracked by Wall St. Rank hold FET as of Q4 2024.

  • Capital Performance Advisors reported no remaining Forum Energy Technologies position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 26 Forum Energy Technologies shares in Q4 2024, an estimated $402.
  • Capital Performance Advisors first reported a position in Forum Energy Technologies in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Forum Energy Technologies position peaked at $402 in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q4 2024.

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