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Capital Performance Advisors’s Pulmonx LUNG Stock Holding History

Capital Performance Advisors’s Portfolio LUNG Stock Details LUNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51
Closed -$423 – 1584
2024
Q3 		$423 Buy
+51
New +$369 ﹤0.01% 2323

Other funds holding LUNG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM

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

Capital Performance Advisors sold out of Pulmonx (LUNG) in Q4 2024, closing a stake of 51 shares — an estimated $423 sold.

Capital Performance Advisors first reported a position in LUNG in Q3 2024 and held it in 1 quarter. The position peaked at $423 in Q3 2024. 118 funds tracked by Wall St. Rank hold LUNG as of Q4 2024.

  • Capital Performance Advisors reported no remaining Pulmonx position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 51 Pulmonx shares in Q4 2024, an estimated $423.
  • Capital Performance Advisors first reported a position in Pulmonx in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Pulmonx position peaked at $423 in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Pulmonx as of Q4 2024.

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