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Capital Performance Advisors’s TriCo Bancshares TCBK Stock Holding History

Capital Performance Advisors’s Portfolio TCBK Stock Details TCBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-204
Closed -$8.7K – 2407
2024
Q3 		$8.7K Buy
+204
New +$8.8K ﹤0.01% 887

Other funds holding TCBK

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Performance Advisors sold out of TriCo Bancshares (TCBK) in Q4 2024, closing a stake of 204 shares — an estimated $8.7K sold.

Capital Performance Advisors first reported a position in TCBK in Q3 2024 and held it in 1 quarter. The position peaked at $8.7K in Q3 2024. 164 funds tracked by Wall St. Rank hold TCBK as of Q4 2024.

  • Capital Performance Advisors reported no remaining TriCo Bancshares position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 204 TriCo Bancshares shares in Q4 2024, an estimated $8.7K.
  • Capital Performance Advisors first reported a position in TriCo Bancshares in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's TriCo Bancshares position peaked at $8.7K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held TriCo Bancshares as of Q4 2024.

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