CPA
RUSHA icon

Capital Performance Advisors’s Rush Enterprises Class A RUSHA Stock Holding History

Capital Performance Advisors’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9
Closed -$475 – 2170
2024
Q3 		$475 Buy
+9
New +$446 ﹤0.01% 2280

Other funds holding RUSHA

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Capital Performance Advisors sold out of Rush Enterprises Class A (RUSHA) in Q4 2024, closing a stake of 9 shares — an estimated $475 sold.

Capital Performance Advisors first reported a position in RUSHA in Q3 2024 and held it in 1 quarter. The position peaked at $475 in Q3 2024. 282 funds tracked by Wall St. Rank hold RUSHA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Rush Enterprises Class A position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 9 Rush Enterprises Class A shares in Q4 2024, an estimated $475.
  • Capital Performance Advisors first reported a position in Rush Enterprises Class A in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Rush Enterprises Class A position peaked at $475 in Q3 2024.
  • 282 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q4 2024.

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