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Capital Performance Advisors’s Legacy Housing LEGH Stock Holding History

Capital Performance Advisors’s Portfolio LEGH Stock Details LEGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16
Closed -$438 – 1529
2024
Q3 		$438 Buy
+16
New +$420 ﹤0.01% 2309

Other funds holding LEGH

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital Performance Advisors sold out of Legacy Housing (LEGH) in Q4 2024, closing a stake of 16 shares — an estimated $438 sold.

Capital Performance Advisors first reported a position in LEGH in Q3 2024 and held it in 1 quarter. The position peaked at $438 in Q3 2024. 106 funds tracked by Wall St. Rank hold LEGH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Legacy Housing position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 16 Legacy Housing shares in Q4 2024, an estimated $438.
  • Capital Performance Advisors first reported a position in Legacy Housing in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Legacy Housing position peaked at $438 in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Legacy Housing as of Q4 2024.

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