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Capital Performance Advisors’s MetroCity Bankshares MCBS Stock Holding History

Capital Performance Advisors’s Portfolio MCBS Stock Details MCBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-89
Closed -$2.73K – 1628
2024
Q3 		$2.73K Buy
+89
New +$2.58K ﹤0.01% 1405

Other funds holding MCBS

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital Performance Advisors sold out of MetroCity Bankshares (MCBS) in Q4 2024, closing a stake of 89 shares — an estimated $2.73K sold.

Capital Performance Advisors first reported a position in MCBS in Q3 2024 and held it in 1 quarter. The position peaked at $2.73K in Q3 2024. 98 funds tracked by Wall St. Rank hold MCBS as of Q4 2024.

  • Capital Performance Advisors reported no remaining MetroCity Bankshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 89 MetroCity Bankshares shares in Q4 2024, an estimated $2.73K.
  • Capital Performance Advisors first reported a position in MetroCity Bankshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MetroCity Bankshares position peaked at $2.73K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q4 2024.

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