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Capital Performance Advisors’s York Water YORW Stock Holding History

Capital Performance Advisors’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-243
Closed -$9.1K – 2754
2024
Q3 		$9.1K Buy
+243
New +$9.43K ﹤0.01% 870

Other funds holding YORW

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital Performance Advisors sold out of York Water (YORW) in Q4 2024, closing a stake of 243 shares — an estimated $9.1K sold.

Capital Performance Advisors first reported a position in YORW in Q3 2024 and held it in 1 quarter. The position peaked at $9.1K in Q3 2024. 152 funds tracked by Wall St. Rank hold YORW as of Q4 2024.

  • Capital Performance Advisors reported no remaining York Water position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 243 York Water shares in Q4 2024, an estimated $9.1K.
  • Capital Performance Advisors first reported a position in York Water in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's York Water position peaked at $9.1K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held York Water as of Q4 2024.

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