CPA
ISPR icon

Capital Performance Advisors’s Ispire Technology ISPR Stock Holding History

Capital Performance Advisors’s Portfolio ISPR Stock Details ISPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-29
Closed -$180 – 1390
2024
Q3 		$180 Buy
+29
New +$210 ﹤0.01% 2582

Other funds holding ISPR

YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Performance Advisors sold out of Ispire Technology (ISPR) in Q4 2024, closing a stake of 29 shares — an estimated $180 sold.

Capital Performance Advisors first reported a position in ISPR in Q3 2024 and held it in 1 quarter. The position peaked at $180 in Q3 2024. 43 funds tracked by Wall St. Rank hold ISPR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Ispire Technology position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 29 Ispire Technology shares in Q4 2024, an estimated $180.
  • Capital Performance Advisors first reported a position in Ispire Technology in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Ispire Technology position peaked at $180 in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Ispire Technology as of Q4 2024.

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