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Capital Performance Advisors’s Twin Disc TWIN Stock Holding History

Capital Performance Advisors’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6
Closed -$75 – 2509
2024
Q3 		$75 Buy
+6
New +$77 ﹤0.01% 2748

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital Performance Advisors sold out of Twin Disc (TWIN) in Q4 2024, closing a stake of 6 shares — an estimated $75 sold.

Capital Performance Advisors first reported a position in TWIN in Q3 2024 and held it in 1 quarter. The position peaked at $75 in Q3 2024. 68 funds tracked by Wall St. Rank hold TWIN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Twin Disc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 6 Twin Disc shares in Q4 2024, an estimated $75.
  • Capital Performance Advisors first reported a position in Twin Disc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Twin Disc position peaked at $75 in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Twin Disc as of Q4 2024.

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