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Capital Performance Advisors’s Select Water Solutions WTTR Stock Holding History

Capital Performance Advisors’s Portfolio WTTR Stock Details WTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-940
Closed -$10.5K – 2723
2024
Q3 		$10.5K Buy
+940
New +$10.3K ﹤0.01% 826

Other funds holding WTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Performance Advisors sold out of Select Water Solutions (WTTR) in Q4 2024, closing a stake of 940 shares — an estimated $10.5K sold.

Capital Performance Advisors first reported a position in WTTR in Q3 2024 and held it in 1 quarter. The position peaked at $10.5K in Q3 2024. 229 funds tracked by Wall St. Rank hold WTTR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Select Water Solutions position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 940 Select Water Solutions shares in Q4 2024, an estimated $10.5K.
  • Capital Performance Advisors first reported a position in Select Water Solutions in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Select Water Solutions position peaked at $10.5K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Select Water Solutions as of Q4 2024.

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