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Capital Performance Advisors’s Gates Industrial Corp GTES Stock Holding History

Capital Performance Advisors’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,793
Closed -$66.6K – 1193
2024
Q3 		$66.6K Buy
+3,793
New +$64.6K 0.02% 277

Other funds holding GTES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Capital Performance Advisors sold out of Gates Industrial Corp (GTES) in Q4 2024, closing a stake of 3,793 shares — an estimated $66.6K sold.

Capital Performance Advisors first reported a position in GTES in Q3 2024 and held it in 1 quarter. The position peaked at $66.6K in Q3 2024. 339 funds tracked by Wall St. Rank hold GTES as of Q4 2024.

  • Capital Performance Advisors reported no remaining Gates Industrial Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 3,793 Gates Industrial Corp shares in Q4 2024, an estimated $66.6K.
  • Capital Performance Advisors first reported a position in Gates Industrial Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Gates Industrial Corp position peaked at $66.6K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q4 2024.

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