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Capital Performance Advisors’s Financial Institutions FISI Stock Holding History

Capital Performance Advisors’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-319
Closed -$8.13K – 1047
2024
Q3 		$8.13K Buy
+319
New +$7.62K ﹤0.01% 919

Other funds holding FISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

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

Capital Performance Advisors sold out of Financial Institutions (FISI) in Q4 2024, closing a stake of 319 shares — an estimated $8.13K sold.

Capital Performance Advisors first reported a position in FISI in Q3 2024 and held it in 1 quarter. The position peaked at $8.13K in Q3 2024. 142 funds tracked by Wall St. Rank hold FISI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Financial Institutions position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 319 Financial Institutions shares in Q4 2024, an estimated $8.13K.
  • Capital Performance Advisors first reported a position in Financial Institutions in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Financial Institutions position peaked at $8.13K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2024.

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