CPA
SASR

Capital Performance Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Capital Performance Advisors’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-913
Closed -$28.6K – 2847
2024
Q3 		$28.6K Buy
+913
New +$27K 0.01% 497

Other funds holding SASR

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Performance Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q4 2024, closing a stake of 913 shares — an estimated $28.6K sold.

Capital Performance Advisors first reported a position in SASR in Q3 2024 and held it in 1 quarter. The position peaked at $28.6K in Q3 2024. 227 funds tracked by Wall St. Rank hold SASR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 913 Sandy Spring Bancorp Inc shares in Q4 2024, an estimated $28.6K.
  • Capital Performance Advisors first reported a position in Sandy Spring Bancorp Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Sandy Spring Bancorp Inc position peaked at $28.6K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q4 2024.

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