CPA
TIPT icon

Capital Performance Advisors’s Tiptree Inc TIPT Stock Holding History

Capital Performance Advisors’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-59
Closed -$1.16K – 2444
2024
Q3 		$1.16K Buy
+59
New +$1.09K ﹤0.01% 1839

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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

Capital Performance Advisors sold out of Tiptree Inc (TIPT) in Q4 2024, closing a stake of 59 shares — an estimated $1.16K sold.

Capital Performance Advisors first reported a position in TIPT in Q3 2024 and held it in 1 quarter. The position peaked at $1.16K in Q3 2024. 126 funds tracked by Wall St. Rank hold TIPT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Tiptree Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 59 Tiptree Inc shares in Q4 2024, an estimated $1.16K.
  • Capital Performance Advisors first reported a position in Tiptree Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Tiptree Inc position peaked at $1.16K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Tiptree Inc as of Q4 2024.

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