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Capital Performance Advisors’s Plumas Bancorp PLBC Stock Holding History

Capital Performance Advisors’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22
Closed -$897 – 1990
2024
Q3 		$897 Buy
+22
New +$870 ﹤0.01% 1958

Other funds holding PLBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

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

Capital Performance Advisors sold out of Plumas Bancorp (PLBC) in Q4 2024, closing a stake of 22 shares — an estimated $897 sold.

Capital Performance Advisors first reported a position in PLBC in Q3 2024 and held it in 1 quarter. The position peaked at $897 in Q3 2024. 65 funds tracked by Wall St. Rank hold PLBC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Plumas Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 22 Plumas Bancorp shares in Q4 2024, an estimated $897.
  • Capital Performance Advisors first reported a position in Plumas Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Plumas Bancorp position peaked at $897 in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Plumas Bancorp as of Q4 2024.

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