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Capital Performance Advisors’s Orange County Bancorp OBT Stock Holding History

Capital Performance Advisors’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$302 – 1854
2024
Q3 		$302 Buy
+10
New +$280 ﹤0.01% 2461

Other funds holding OBT

HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital Performance Advisors sold out of Orange County Bancorp (OBT) in Q4 2024, closing a stake of 10 shares — an estimated $302 sold.

Capital Performance Advisors first reported a position in OBT in Q3 2024 and held it in 1 quarter. The position peaked at $302 in Q3 2024. 65 funds tracked by Wall St. Rank hold OBT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Orange County Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 10 Orange County Bancorp shares in Q4 2024, an estimated $302.
  • Capital Performance Advisors first reported a position in Orange County Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Orange County Bancorp position peaked at $302 in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Orange County Bancorp as of Q4 2024.

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