CPA
IAS

Capital Performance Advisors’s Integral Ad Science IAS Stock Holding History

Capital Performance Advisors’s Portfolio IAS Stock Details IAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-418
Closed -$4.52K – 1304
2024
Q3 		$4.52K Buy
+418
New +$4.49K ﹤0.01% 1156

Other funds holding IAS

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
AVA
Atlas Venture Advisors Boston, Massachusetts $143M AUM 25.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

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

Capital Performance Advisors sold out of Integral Ad Science (IAS) in Q4 2024, closing a stake of 418 shares — an estimated $4.52K sold.

Capital Performance Advisors first reported a position in IAS in Q3 2024 and held it in 1 quarter. The position peaked at $4.52K in Q3 2024. 165 funds tracked by Wall St. Rank hold IAS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Integral Ad Science position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 418 Integral Ad Science shares in Q4 2024, an estimated $4.52K.
  • Capital Performance Advisors first reported a position in Integral Ad Science in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Integral Ad Science position peaked at $4.52K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held Integral Ad Science as of Q4 2024.

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