CPA
VZIO

Capital Performance Advisors’s VIZIO Holding Corp. VZIO Stock Holding History

Capital Performance Advisors’s Portfolio VZIO Stock Details VZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-82
Closed -$916 – 2899
2024
Q3 		$916 Buy
+82
New +$908 ﹤0.01% 1944

Other funds holding VZIO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Capital Performance Advisors sold out of VIZIO Holding Corp. (VZIO) in Q4 2024, closing a stake of 82 shares — an estimated $916 sold.

Capital Performance Advisors first reported a position in VZIO in Q3 2024 and held it in 1 quarter. The position peaked at $916 in Q3 2024. 1 fund tracked by Wall St. Rank holds VZIO as of Q4 2024.

  • Capital Performance Advisors reported no remaining VIZIO Holding Corp. position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 82 VIZIO Holding Corp. shares in Q4 2024, an estimated $916.
  • Capital Performance Advisors first reported a position in VIZIO Holding Corp. in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's VIZIO Holding Corp. position peaked at $916 in Q3 2024.
  • 1 fund tracked by Wall St. Rank held VIZIO Holding Corp. as of Q4 2024.

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