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Capital Performance Advisors’s Karat Packaging KRT Stock Holding History

Capital Performance Advisors’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26
Closed -$673 – 1494
2024
Q3 		$673 Buy
+26
New +$697 ﹤0.01% 2112

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

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

Capital Performance Advisors sold out of Karat Packaging (KRT) in Q4 2024, closing a stake of 26 shares — an estimated $673 sold.

Capital Performance Advisors first reported a position in KRT in Q3 2024 and held it in 1 quarter. The position peaked at $673 in Q3 2024. 102 funds tracked by Wall St. Rank hold KRT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Karat Packaging position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 26 Karat Packaging shares in Q4 2024, an estimated $673.
  • Capital Performance Advisors first reported a position in Karat Packaging in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Karat Packaging position peaked at $673 in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2024.

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