CPA
STEL

Capital Performance Advisors’s Stellar Bancorp STEL Stock Holding History

Capital Performance Advisors’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-66
Closed -$1.71K – 2358
2024
Q3 		$1.71K Buy
+66
New +$1.7K ﹤0.01% 1643

Other funds holding STEL

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Capital Performance Advisors sold out of Stellar Bancorp (STEL) in Q4 2024, closing a stake of 66 shares — an estimated $1.71K sold.

Capital Performance Advisors first reported a position in STEL in Q3 2024 and held it in 1 quarter. The position peaked at $1.71K in Q3 2024. 180 funds tracked by Wall St. Rank hold STEL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Stellar Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 66 Stellar Bancorp shares in Q4 2024, an estimated $1.71K.
  • Capital Performance Advisors first reported a position in Stellar Bancorp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Stellar Bancorp position peaked at $1.71K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2024.

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