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Capital Performance Advisors’s Shenandoah Telecom SHEN Stock Holding History

Capital Performance Advisors’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20
Closed -$282 – 2249
2024
Q3 		$282 Buy
+20
New +$330 ﹤0.01% 2477

Other funds holding SHEN

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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
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Capital Performance Advisors sold out of Shenandoah Telecom (SHEN) in Q4 2024, closing a stake of 20 shares — an estimated $282 sold.

Capital Performance Advisors first reported a position in SHEN in Q3 2024 and held it in 1 quarter. The position peaked at $282 in Q3 2024. 156 funds tracked by Wall St. Rank hold SHEN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Shenandoah Telecom position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 20 Shenandoah Telecom shares in Q4 2024, an estimated $282.
  • Capital Performance Advisors first reported a position in Shenandoah Telecom in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Shenandoah Telecom position peaked at $282 in Q3 2024.
  • 156 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q4 2024.

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