CPA
LMB icon

Capital Performance Advisors’s Limbach Holdings LMB Stock Holding History

Capital Performance Advisors’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-27
Closed -$2.05K – 1553
2024
Q3 		$2.05K Buy
+27
New +$1.72K ﹤0.01% 1557

Other funds holding LMB

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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital Performance Advisors sold out of Limbach Holdings (LMB) in Q4 2024, closing a stake of 27 shares — an estimated $2.05K sold.

Capital Performance Advisors first reported a position in LMB in Q3 2024 and held it in 1 quarter. The position peaked at $2.05K in Q3 2024. 190 funds tracked by Wall St. Rank hold LMB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Limbach Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 27 Limbach Holdings shares in Q4 2024, an estimated $2.05K.
  • Capital Performance Advisors first reported a position in Limbach Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Limbach Holdings position peaked at $2.05K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2024.

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