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Capital Performance Advisors’s Orrstown Financial Services ORRF Stock Holding History

Capital Performance Advisors’s Portfolio ORRF Stock Details ORRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-325
Closed -$11.7K – 1900
2024
Q3 		$11.7K Buy
+325
New +$10.8K ﹤0.01% 778

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Performance Advisors sold out of Orrstown Financial Services (ORRF) in Q4 2024, closing a stake of 325 shares — an estimated $11.7K sold.

Capital Performance Advisors first reported a position in ORRF in Q3 2024 and held it in 1 quarter. The position peaked at $11.7K in Q3 2024. 141 funds tracked by Wall St. Rank hold ORRF as of Q4 2024.

  • Capital Performance Advisors reported no remaining Orrstown Financial Services position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 325 Orrstown Financial Services shares in Q4 2024, an estimated $11.7K.
  • Capital Performance Advisors first reported a position in Orrstown Financial Services in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Orrstown Financial Services position peaked at $11.7K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q4 2024.

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