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Capital Performance Advisors’s Skyward Specialty Insurance SKWD Stock Holding History

Capital Performance Advisors’s Portfolio SKWD Stock Details SKWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19
Closed -$774 – 2266
2024
Q3 		$774 Buy
+19
New +$736 ﹤0.01% 2041

Other funds holding SKWD

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Performance Advisors sold out of Skyward Specialty Insurance (SKWD) in Q4 2024, closing a stake of 19 shares — an estimated $774 sold.

Capital Performance Advisors first reported a position in SKWD in Q3 2024 and held it in 1 quarter. The position peaked at $774 in Q3 2024. 212 funds tracked by Wall St. Rank hold SKWD as of Q4 2024.

  • Capital Performance Advisors reported no remaining Skyward Specialty Insurance position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 19 Skyward Specialty Insurance shares in Q4 2024, an estimated $774.
  • Capital Performance Advisors first reported a position in Skyward Specialty Insurance in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Skyward Specialty Insurance position peaked at $774 in Q3 2024.
  • 212 funds tracked by Wall St. Rank held Skyward Specialty Insurance as of Q4 2024.

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