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Capital Performance Advisors’s Greene County Bancorp GCBC Stock Holding History

Capital Performance Advisors’s Portfolio GCBC Stock Details GCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15
Closed -$464 – 1115
2024
Q3 		$464 Buy
+15
New +$482 ﹤0.01% 2288

Other funds holding GCBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Capital Performance Advisors sold out of Greene County Bancorp (GCBC) in Q4 2024, closing a stake of 15 shares — an estimated $464 sold.

Capital Performance Advisors first reported a position in GCBC in Q3 2024 and held it in 1 quarter. The position peaked at $464 in Q3 2024. 58 funds tracked by Wall St. Rank hold GCBC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Greene County Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 15 Greene County Bancorp shares in Q4 2024, an estimated $464.
  • Capital Performance Advisors first reported a position in Greene County Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Greene County Bancorp position peaked at $464 in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Greene County Bancorp as of Q4 2024.

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