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Capital Performance Advisors’s Orchestra BioMed OBIO Stock Holding History

Capital Performance Advisors’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8
Closed -$41 – 1852
2024
Q3 		$41 Buy
+8
New +$52 ﹤0.01% 2807

Other funds holding OBIO

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Performance Advisors sold out of Orchestra BioMed (OBIO) in Q4 2024, closing a stake of 8 shares — an estimated $41 sold.

Capital Performance Advisors first reported a position in OBIO in Q3 2024 and held it in 1 quarter. The position peaked at $41 in Q3 2024. 54 funds tracked by Wall St. Rank hold OBIO as of Q4 2024.

  • Capital Performance Advisors reported no remaining Orchestra BioMed position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 8 Orchestra BioMed shares in Q4 2024, an estimated $41.
  • Capital Performance Advisors first reported a position in Orchestra BioMed in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Orchestra BioMed position peaked at $41 in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Orchestra BioMed as of Q4 2024.

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