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Capital Performance Advisors’s South Plains Financial SPFI Stock Holding History

Capital Performance Advisors’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-54
Closed -$1.83K – 2319
2024
Q3 		$1.83K Buy
+54
New +$1.72K ﹤0.01% 1608

Other funds holding SPFI

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

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

Capital Performance Advisors sold out of South Plains Financial (SPFI) in Q4 2024, closing a stake of 54 shares — an estimated $1.83K sold.

Capital Performance Advisors first reported a position in SPFI in Q3 2024 and held it in 1 quarter. The position peaked at $1.83K in Q3 2024. 111 funds tracked by Wall St. Rank hold SPFI as of Q4 2024.

  • Capital Performance Advisors reported no remaining South Plains Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 54 South Plains Financial shares in Q4 2024, an estimated $1.83K.
  • Capital Performance Advisors first reported a position in South Plains Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's South Plains Financial position peaked at $1.83K in Q3 2024.
  • 111 funds tracked by Wall St. Rank held South Plains Financial as of Q4 2024.

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