Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Capri Holdings CPRI Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio CPRI Stock Details CPRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$5.26K – 123
2023
Q3 		$5.26K Buy
+100
New +$4.54K ﹤0.01% 382

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PCM
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State Street
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Norges Bank
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Legacy Financial Group (Iowa)'s CPRI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Capri Holdings (CPRI) in Q4 2023, closing a stake of 100 shares — an estimated $5.26K sold.

Legacy Financial Group (Iowa) first reported a position in CPRI in Q3 2023 and held it in 1 quarter. The position peaked at $5.26K in Q3 2023. 371 funds tracked by Wall St. Rank hold CPRI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Capri Holdings position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 100 Capri Holdings shares in Q4 2023, an estimated $5.26K.
  • Legacy Financial Group (Iowa) first reported a position in Capri Holdings in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Capri Holdings position peaked at $5.26K in Q3 2023.
  • 371 funds tracked by Wall St. Rank held Capri Holdings as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.