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Capital Performance Advisors’s Harvard Bioscience HBIO Stock Holding History

Capital Performance Advisors’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4
Closed -$110 – 1214
2024
Q3 		$110 Buy
+4
New +$118 ﹤0.01% 2680

Other funds holding HBIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

Capital Performance Advisors sold out of Harvard Bioscience (HBIO) in Q4 2024, closing a stake of 4 shares — an estimated $110 sold.

Capital Performance Advisors first reported a position in HBIO in Q3 2024 and held it in 1 quarter. The position peaked at $110 in Q3 2024. 95 funds tracked by Wall St. Rank hold HBIO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Harvard Bioscience position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 4 Harvard Bioscience shares in Q4 2024, an estimated $110.
  • Capital Performance Advisors first reported a position in Harvard Bioscience in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Harvard Bioscience position peaked at $110 in Q3 2024.
  • 95 funds tracked by Wall St. Rank held Harvard Bioscience as of Q4 2024.

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