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Capital Performance Advisors’s StepStone Group STEP Stock Holding History

Capital Performance Advisors’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9
Closed -$511 – 2359
2024
Q3 		$511 Buy
+9
New +$459 ﹤0.01% 2245

Other funds holding STEP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Capital Performance Advisors sold out of StepStone Group (STEP) in Q4 2024, closing a stake of 9 shares — an estimated $511 sold.

Capital Performance Advisors first reported a position in STEP in Q3 2024 and held it in 1 quarter. The position peaked at $511 in Q3 2024. 253 funds tracked by Wall St. Rank hold STEP as of Q4 2024.

  • Capital Performance Advisors reported no remaining StepStone Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 9 StepStone Group shares in Q4 2024, an estimated $511.
  • Capital Performance Advisors first reported a position in StepStone Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's StepStone Group position peaked at $511 in Q3 2024.
  • 253 funds tracked by Wall St. Rank held StepStone Group as of Q4 2024.

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