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Capital Performance Advisors’s National Bankshares NKSH Stock Holding History

Capital Performance Advisors’s Portfolio NKSH Stock Details NKSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16
Closed -$478 – 1777
2024
Q3 		$478 Buy
+16
New +$474 ﹤0.01% 2276

Other funds holding NKSH

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Capital Performance Advisors sold out of National Bankshares (NKSH) in Q4 2024, closing a stake of 16 shares — an estimated $478 sold.

Capital Performance Advisors first reported a position in NKSH in Q3 2024 and held it in 1 quarter. The position peaked at $478 in Q3 2024. 72 funds tracked by Wall St. Rank hold NKSH as of Q4 2024.

  • Capital Performance Advisors reported no remaining National Bankshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 16 National Bankshares shares in Q4 2024, an estimated $478.
  • Capital Performance Advisors first reported a position in National Bankshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's National Bankshares position peaked at $478 in Q3 2024.
  • 72 funds tracked by Wall St. Rank held National Bankshares as of Q4 2024.

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