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Capital Performance Advisors’s Holley HLLY Stock Holding History

Capital Performance Advisors’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-104
Closed -$307 – 1245
2024
Q3 		$307 Buy
+104
New +$349 ﹤0.01% 2452

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Capital Performance Advisors sold out of Holley (HLLY) in Q4 2024, closing a stake of 104 shares — an estimated $307 sold.

Capital Performance Advisors first reported a position in HLLY in Q3 2024 and held it in 1 quarter. The position peaked at $307 in Q3 2024. 123 funds tracked by Wall St. Rank hold HLLY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Holley position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 104 Holley shares in Q4 2024, an estimated $307.
  • Capital Performance Advisors first reported a position in Holley in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Holley position peaked at $307 in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Holley as of Q4 2024.

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