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Capital Performance Advisors’s First Mid Bancshares FMBH Stock Holding History

Capital Performance Advisors’s Portfolio FMBH Stock Details FMBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38
Closed -$1.48K – 1059
2024
Q3 		$1.48K Buy
+38
New +$1.44K ﹤0.01% 1707

Other funds holding FMBH

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital Performance Advisors sold out of First Mid Bancshares (FMBH) in Q4 2024, closing a stake of 38 shares — an estimated $1.48K sold.

Capital Performance Advisors first reported a position in FMBH in Q3 2024 and held it in 1 quarter. The position peaked at $1.48K in Q3 2024. 137 funds tracked by Wall St. Rank hold FMBH as of Q4 2024.

  • Capital Performance Advisors reported no remaining First Mid Bancshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 38 First Mid Bancshares shares in Q4 2024, an estimated $1.48K.
  • Capital Performance Advisors first reported a position in First Mid Bancshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's First Mid Bancshares position peaked at $1.48K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held First Mid Bancshares as of Q4 2024.

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