Capital Performance Advisors’s PACS Group PACS Stock Holding History

Capital Performance Advisors’s Portfolio PACS Stock Details PACS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2	Closed	-$80	–	2798
2024 Q3	$80	Buy	+2	New	+$73	﹤0.01%	2736

Other funds holding PACS

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

Capital Performance Advisors sold out of PACS Group (PACS) in Q4 2024, closing a stake of 2 shares — an estimated $80 sold.

Capital Performance Advisors first reported a position in PACS in Q3 2024 and held it in 1 quarter. The position peaked at $80 in Q3 2024. 147 funds tracked by Wall St. Rank hold PACS as of Q4 2024.

Capital Performance Advisors reported no remaining PACS Group position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 2 PACS Group shares in Q4 2024, an estimated $80.
Capital Performance Advisors first reported a position in PACS Group in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's PACS Group position peaked at $80 in Q3 2024.
147 funds tracked by Wall St. Rank held PACS Group as of Q4 2024.

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