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Capital Performance Advisors’s QCR Holdings QCRH Stock Holding History

Capital Performance Advisors’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-53
Closed -$3.92K – 2063
2024
Q3 		$3.92K Buy
+53
New +$3.77K ﹤0.01% 1218

Other funds holding QCRH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

Capital Performance Advisors sold out of QCR Holdings (QCRH) in Q4 2024, closing a stake of 53 shares — an estimated $3.92K sold.

Capital Performance Advisors first reported a position in QCRH in Q3 2024 and held it in 1 quarter. The position peaked at $3.92K in Q3 2024. 202 funds tracked by Wall St. Rank hold QCRH as of Q4 2024.

  • Capital Performance Advisors reported no remaining QCR Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 53 QCR Holdings shares in Q4 2024, an estimated $3.92K.
  • Capital Performance Advisors first reported a position in QCR Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's QCR Holdings position peaked at $3.92K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held QCR Holdings as of Q4 2024.

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