CPA
FMAO icon

Capital Performance Advisors’s Farmers & Merchants Bancorp FMAO Stock Holding History

Capital Performance Advisors’s Portfolio FMAO Stock Details FMAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-41
Closed -$1.13K – 1058
2024
Q3 		$1.13K Buy
+41
New +$1.05K ﹤0.01% 1846

Other funds holding FMAO

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MMM
Mendel Money Management Northbrook, Illinois $239M AUM 21.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Performance Advisors sold out of Farmers & Merchants Bancorp (FMAO) in Q4 2024, closing a stake of 41 shares — an estimated $1.13K sold.

Capital Performance Advisors first reported a position in FMAO in Q3 2024 and held it in 1 quarter. The position peaked at $1.13K in Q3 2024. 71 funds tracked by Wall St. Rank hold FMAO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Farmers & Merchants Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 41 Farmers & Merchants Bancorp shares in Q4 2024, an estimated $1.13K.
  • Capital Performance Advisors first reported a position in Farmers & Merchants Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Farmers & Merchants Bancorp position peaked at $1.13K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q4 2024.

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