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Capital Performance Advisors’s NCR Atleos NATL Stock Holding History

Capital Performance Advisors’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-58
Closed -$1.66K – 1747
2024
Q3 		$1.66K Buy
+58
New +$1.69K ﹤0.01% 1662

Other funds holding NATL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $327M AUM 22.96% 1-Year Est. Return

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

Capital Performance Advisors sold out of NCR Atleos (NATL) in Q4 2024, closing a stake of 58 shares — an estimated $1.66K sold.

Capital Performance Advisors first reported a position in NATL in Q3 2024 and held it in 1 quarter. The position peaked at $1.66K in Q3 2024. 286 funds tracked by Wall St. Rank hold NATL as of Q4 2024.

  • Capital Performance Advisors reported no remaining NCR Atleos position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 58 NCR Atleos shares in Q4 2024, an estimated $1.66K.
  • Capital Performance Advisors first reported a position in NCR Atleos in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's NCR Atleos position peaked at $1.66K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held NCR Atleos as of Q4 2024.

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