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Capital Performance Advisors’s Origin Bancorp OBK Stock Holding History

Capital Performance Advisors’s Portfolio OBK Stock Details OBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-143
Closed -$4.6K – 1853
2024
Q3 		$4.6K Buy
+143
New +$4.66K ﹤0.01% 1149

Other funds holding OBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

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

Capital Performance Advisors sold out of Origin Bancorp (OBK) in Q4 2024, closing a stake of 143 shares — an estimated $4.6K sold.

Capital Performance Advisors first reported a position in OBK in Q3 2024 and held it in 1 quarter. The position peaked at $4.6K in Q3 2024. 162 funds tracked by Wall St. Rank hold OBK as of Q4 2024.

  • Capital Performance Advisors reported no remaining Origin Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 143 Origin Bancorp shares in Q4 2024, an estimated $4.6K.
  • Capital Performance Advisors first reported a position in Origin Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Origin Bancorp position peaked at $4.6K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2024.

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