CPA
MCHB

Capital Performance Advisors’s Mechanics Bancorp MCHB Stock Holding History

Capital Performance Advisors’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13
Closed -$205 – 1253
2024
Q3 		$205 Buy
+13
New +$185 ﹤0.01% 2553

Other funds holding MCHB

PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P2P
Phase 2 Partners San Francisco, California $133M AUM 30.43% 1-Year Est. Return

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

Capital Performance Advisors sold out of Mechanics Bancorp (MCHB) in Q4 2024, closing a stake of 13 shares — an estimated $205 sold.

Capital Performance Advisors first reported a position in MCHB in Q3 2024 and held it in 1 quarter. The position peaked at $205 in Q3 2024. 109 funds tracked by Wall St. Rank hold MCHB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Mechanics Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Mechanics Bancorp shares in Q4 2024, an estimated $205.
  • Capital Performance Advisors first reported a position in Mechanics Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Mechanics Bancorp position peaked at $205 in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2024.

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