Capital Performance Advisors’s Roadzen RDZN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-179	Closed	-$213	–	2096
2024 Q3	$213	Buy	+179	New	+$310	﹤0.01%	2545

Other funds holding RDZN

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

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Performance Advisors sold out of Roadzen (RDZN) in Q4 2024, closing a stake of 179 shares — an estimated $213 sold.

Capital Performance Advisors first reported a position in RDZN in Q3 2024 and held it in 1 quarter. The position peaked at $213 in Q3 2024. 46 funds tracked by Wall St. Rank hold RDZN as of Q4 2024.

Capital Performance Advisors reported no remaining Roadzen position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 179 Roadzen shares in Q4 2024, an estimated $213.
Capital Performance Advisors first reported a position in Roadzen in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Roadzen position peaked at $213 in Q3 2024.
46 funds tracked by Wall St. Rank held Roadzen as of Q4 2024.

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