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Capital Performance Advisors’s PCB Bancorp PCB Stock Holding History

Capital Performance Advisors’s Portfolio PCB Stock Details PCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51
Closed -$958 – 1938
2024
Q3 		$958 Buy
+51
New +$918 ﹤0.01% 1929

Other funds holding PCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Capital Performance Advisors sold out of PCB Bancorp (PCB) in Q4 2024, closing a stake of 51 shares — an estimated $958 sold.

Capital Performance Advisors first reported a position in PCB in Q3 2024 and held it in 1 quarter. The position peaked at $958 in Q3 2024. 73 funds tracked by Wall St. Rank hold PCB as of Q4 2024.

  • Capital Performance Advisors reported no remaining PCB Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 51 PCB Bancorp shares in Q4 2024, an estimated $958.
  • Capital Performance Advisors first reported a position in PCB Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's PCB Bancorp position peaked at $958 in Q3 2024.
  • 73 funds tracked by Wall St. Rank held PCB Bancorp as of Q4 2024.

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