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Capital Performance Advisors’s FVCBankcorp FVCB Stock Holding History

Capital Performance Advisors’s Portfolio FVCB Stock Details FVCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31
Closed -$405 – 1103
2024
Q3 		$405 Buy
+31
New +$364 ﹤0.01% 2342

Other funds holding FVCB

FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

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

Capital Performance Advisors sold out of FVCBankcorp (FVCB) in Q4 2024, closing a stake of 31 shares — an estimated $405 sold.

Capital Performance Advisors first reported a position in FVCB in Q3 2024 and held it in 1 quarter. The position peaked at $405 in Q3 2024. 73 funds tracked by Wall St. Rank hold FVCB as of Q4 2024.

  • Capital Performance Advisors reported no remaining FVCBankcorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 31 FVCBankcorp shares in Q4 2024, an estimated $405.
  • Capital Performance Advisors first reported a position in FVCBankcorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's FVCBankcorp position peaked at $405 in Q3 2024.
  • 73 funds tracked by Wall St. Rank held FVCBankcorp as of Q4 2024.

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