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Capital Performance Advisors’s Southern Missouri Bancorp SMBC Stock Holding History

Capital Performance Advisors’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16
Closed -$904 – 2288
2024
Q3 		$904 Buy
+16
New +$837 ﹤0.01% 1953

Other funds holding SMBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Performance Advisors sold out of Southern Missouri Bancorp (SMBC) in Q4 2024, closing a stake of 16 shares — an estimated $904 sold.

Capital Performance Advisors first reported a position in SMBC in Q3 2024 and held it in 1 quarter. The position peaked at $904 in Q3 2024. 114 funds tracked by Wall St. Rank hold SMBC as of Q4 2024.

  • Capital Performance Advisors reported no remaining Southern Missouri Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 16 Southern Missouri Bancorp shares in Q4 2024, an estimated $904.
  • Capital Performance Advisors first reported a position in Southern Missouri Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Southern Missouri Bancorp position peaked at $904 in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q4 2024.

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