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Capital Performance Advisors’s Orthofix Medical OFIX Stock Holding History

Capital Performance Advisors’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-520
Closed -$8.12K – 1862
2024
Q3 		$8.12K Buy
+520
New +$8.33K ﹤0.01% 920

Other funds holding OFIX

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
BCM
Boone Capital Management Atlanta, Georgia $326M AUM 86.31% 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

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

Capital Performance Advisors sold out of Orthofix Medical (OFIX) in Q4 2024, closing a stake of 520 shares — an estimated $8.12K sold.

Capital Performance Advisors first reported a position in OFIX in Q3 2024 and held it in 1 quarter. The position peaked at $8.12K in Q3 2024. 149 funds tracked by Wall St. Rank hold OFIX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Orthofix Medical position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 520 Orthofix Medical shares in Q4 2024, an estimated $8.12K.
  • Capital Performance Advisors first reported a position in Orthofix Medical in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Orthofix Medical position peaked at $8.12K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2024.

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