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Capital Performance Advisors’s MVB Financial MVBF Stock Holding History

Capital Performance Advisors’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-154
Closed -$2.98K – 1735
2024
Q3 		$2.98K Buy
+154
New +$3.19K ﹤0.01% 1360

Other funds holding MVBF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Capital Performance Advisors sold out of MVB Financial (MVBF) in Q4 2024, closing a stake of 154 shares — an estimated $2.98K sold.

Capital Performance Advisors first reported a position in MVBF in Q3 2024 and held it in 1 quarter. The position peaked at $2.98K in Q3 2024. 88 funds tracked by Wall St. Rank hold MVBF as of Q4 2024.

  • Capital Performance Advisors reported no remaining MVB Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 154 MVB Financial shares in Q4 2024, an estimated $2.98K.
  • Capital Performance Advisors first reported a position in MVB Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MVB Financial position peaked at $2.98K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held MVB Financial as of Q4 2024.

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