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Capital Performance Advisors’s Palomar PLMR Stock Holding History

Capital Performance Advisors’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-61
Closed -$5.78K – 1992
2024
Q3 		$5.78K Buy
+61
New +$5.62K ﹤0.01% 1052

Other funds holding PLMR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Capital Performance Advisors sold out of Palomar (PLMR) in Q4 2024, closing a stake of 61 shares — an estimated $5.78K sold.

Capital Performance Advisors first reported a position in PLMR in Q3 2024 and held it in 1 quarter. The position peaked at $5.78K in Q3 2024. 279 funds tracked by Wall St. Rank hold PLMR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Palomar position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 61 Palomar shares in Q4 2024, an estimated $5.78K.
  • Capital Performance Advisors first reported a position in Palomar in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Palomar position peaked at $5.78K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Palomar as of Q4 2024.

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