CPA
NOTE

Capital Performance Advisors’s FiscalNote NOTE Stock Holding History

Capital Performance Advisors’s Portfolio NOTE Stock Details NOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23
Closed -$348 – 1794
2024
Q3 		$348 Buy
+23
New +$400 ﹤0.01% 2410

Other funds holding NOTE

MCP
Maso Capital Partners Hong Kong $60.9M AUM 0.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return

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

Capital Performance Advisors sold out of FiscalNote (NOTE) in Q4 2024, closing a stake of 23 shares — an estimated $348 sold.

Capital Performance Advisors first reported a position in NOTE in Q3 2024 and held it in 1 quarter. The position peaked at $348 in Q3 2024. 77 funds tracked by Wall St. Rank hold NOTE as of Q4 2024.

  • Capital Performance Advisors reported no remaining FiscalNote position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 23 FiscalNote shares in Q4 2024, an estimated $348.
  • Capital Performance Advisors first reported a position in FiscalNote in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's FiscalNote position peaked at $348 in Q3 2024.
  • 77 funds tracked by Wall St. Rank held FiscalNote as of Q4 2024.

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