CPA
HONE

Capital Performance Advisors’s HarborOne Bancorp HONE Stock Holding History

Capital Performance Advisors’s Portfolio HONE Stock Details HONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-282
Closed -$3.66K – 1262
2024
Q3 		$3.66K Buy
+282
New +$3.52K ﹤0.01% 1256

Other funds holding HONE

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Capital Performance Advisors sold out of HarborOne Bancorp (HONE) in Q4 2024, closing a stake of 282 shares — an estimated $3.66K sold.

Capital Performance Advisors first reported a position in HONE in Q3 2024 and held it in 1 quarter. The position peaked at $3.66K in Q3 2024. 144 funds tracked by Wall St. Rank hold HONE as of Q4 2024.

  • Capital Performance Advisors reported no remaining HarborOne Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 282 HarborOne Bancorp shares in Q4 2024, an estimated $3.66K.
  • Capital Performance Advisors first reported a position in HarborOne Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's HarborOne Bancorp position peaked at $3.66K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q4 2024.

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