CFA
EB

Capstone Financial Advisors’s Eventbrite EB Stock Holding History

Capstone Financial Advisors’s Portfolio EB Stock Details EB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,000
Closed -$31.6K – 180
2025
Q1 		$31.6K Hold
15,000
– – ﹤0.01% 152
2024
Q4 		$50.4K Hold
15,000
– – ﹤0.01% 149
2024
Q3 		$41K Buy
+15,000
New +$57.1K ﹤0.01% 153

Other funds holding EB

EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capstone Financial Advisors's EB Position: Q2 2025 in Review

Capstone Financial Advisors sold out of Eventbrite (EB) in Q2 2025, closing a stake of 15,000 shares — an estimated $31.6K sold.

Capstone Financial Advisors first reported a position in EB in Q3 2024 and held it in 3 quarters. The position peaked at $50.4K in Q4 2024. 137 funds tracked by Wall St. Rank hold EB as of Q2 2025.

  • Capstone Financial Advisors reported no remaining Eventbrite position as of Q2 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 15,000 Eventbrite shares in Q2 2025, an estimated $31.6K.
  • Capstone Financial Advisors first reported a position in Eventbrite in Q3 2024 and held it in 3 quarters.
  • Capstone Financial Advisors's Eventbrite position peaked at $50.4K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held Eventbrite as of Q2 2025.

Based on Capstone Financial Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.