Cape Investment Advisory, Inc. Sells in Q1 2025

Cape Investment Advisory, Inc.

  • $251 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVZ
Invesco Ltd.

Financial Services
-74
- 25.17%
$14.82 - $19.34 $1.1K - $1.43K
220 $3.34M
CRWD
Crowd Strike Holdings, Inc.

Technology
-8
- 7.48%
$308.86 - $455.36 $2.47K - $3.64K
99 $34.9M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-24
- 3.72%
$113.59 - $123.29 $2.73K - $2.96K
621 $72.4M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-107
- 19.24%
$35.35 - $42.74 $3.78K - $4.57K
449 $18.6M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-78
- 1.18%
$40.24 - $40.65 $3.14K - $3.17K
6.54K $266M
ACIW
Aci Worldwide, Inc.

Technology
-40
- 18.78%
$50.38 - $57.35 $2.02K - $2.29K
173 $9.47M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-88
- 14.13%
$18.55 - $18.81 $1.63K - $1.66K
535 $10M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-154
- 30.56%
$5.29 - $10.87 $815 - $1.67K
350 $1.85M
BCS
Barclays PLC

Financial Services
-248
- 21.97%
$12.69 - $16.25 $3.15K - $4.03K
881 $13.5M
IBN
Icici Bank LTD

Financial Services
-63
- 19.15%
$27.55 - $31.67 $1.74K - $2K
266 $8.38M
GNL
Global Net Lease, Inc.

Real Estate
-447
- 14.84%
$6.91 - $8.26 $3.09K - $3.69K
2.57K $20.6M
WPP
Wpp PLC

Communication Services
-15
- 25.42%
$37.96 - $51.07 $569 - $766
44 $1.67M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-36
- 55.38%
$36.05 - $45.61 $1.3K - $1.64K
29 $1.15M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-75
- 23.96%
$22.15 - $24.94 $1.66K - $1.87K
238 $5.93M
BCE
Bce Inc

Communication Services
-48
- 48.98%
$22.14 - $25.18 $1.06K - $1.21K
50 $1.15M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-44
- 3.46%
$23.32 - $23.84 $1.03K - $1.05K
1.23K $28.8M
CDNS
Cadence Design Systems Inc

Technology
-1
- 5.56%
$233.96 - $324.52 $234 - $325
17 $4.32M
GDDY
Go Daddy Inc.

Technology
-1
- 2.0%
$172.13 - $214.35 $172 - $214
49 $8.83M
BIIB
Biogen Inc.

Healthcare
-6
- 46.15%
$133.43 - $153.27 $801 - $920
7 $958K
Core Laboratories Inc
-42
- 24.42%
N/A
130 $1.95M
FLCH
Franklin Templeton ETF Tr

ETFs
-106
- 25.24%
$17.31 - $22.91 $1.83K - $2.43K
314 $6.71M
NMR
Nomura Holdings Inc

Financial Services
-212
- 25.06%
$5.56 - $6.98 $1.18K - $1.48K
634 $3.9M
ACN
Accenture PLC

Technology
-2
- 22.22%
$300.91 - $398.25 $602 - $797
7 $2.18M
MFG
Mizuho Financial Group Inc

Financial Services
-318
- 25.36%
$4.83 - $6.04 $1.54K - $1.92K
936 $5.16M
FMX
Mexican Economic Development Inc

Consumer Defensive
-24
- 21.05%
$81.23 - $100.59 $1.95K - $2.41K
90 $8.78M
FLGB
Franklin Templeton ETF Tr

ETFs
-77
- 14.92%
$25.73 - $29.17 $1.98K - $2.25K
439 $12.6M
EXEL
Exelixis, Inc.

Healthcare
-35
- 35.0%
$32.38 - $39.16 $1.13K - $1.37K
65 $2.4M
DFS
Discover Financial Services

Financial Services
-3
- 1.92%
$152.99 - $203.25 $459 - $610
153 $26.1M
SU
Suncor Energy Inc

Energy
-32
- 25.4%
$34.27 - $40.63 $1.1K - $1.3K
94 $3.64M
CMS
Cms Energy Corp

Utilities
-13
- 86.67%
$64.99 - $75.11 $845 - $976
2 $150K
ABCB
Ameris Bancorp

Financial Services
-6
- 6.45%
$55.56 - $68.47 $333 - $411
87 $5.01M
HSY
Hershey CO

Consumer Defensive
-5
- 23.81%
$144.74 - $186.36 $724 - $932
16 $2.79M
SLB
Schlumberger Limited

Energy
-40
- 14.98%
$38.4 - $43.74 $1.54K - $1.75K
227 $9.49M
TDOC
Teladoc Health, Inc.

Healthcare
-35
- 9.02%
$7.96 - $14.33 $279 - $502
353 $2.81M
Linde PLC
-4
- 15.38%
N/A
22 $10.2M
EW
Edwards Lifesciences Corp

Healthcare
-9
- 81.82%
$67.95 - $76.19 $612 - $686
2 $145K
MS
Morgan Stanley

Financial Services
-4
- 20.0%
$111.68 - $141.08 $447 - $564
16 $1.87M
TWLO
Twilio Inc

Communication Services
-5
- 33.33%
$94.9 - $148.35 $475 - $742
10 $979K
KKR
Kkr & Co. Inc.

Financial Services
-2
- 18.18%
$108.17 - $167.07 $216 - $334
9 $1.04M
CSGP
Costar Group, Inc.

Real Estate
-11
- 27.5%
$69.29 - $80.37 $762 - $884
29 $2.3M
CNC
Centene Corp

Healthcare
-9
- 81.82%
$55.93 - $65.89 $503 - $593
2 $121K
TYL
Tyler Technologies Inc

Technology
-1
- 12.5%
$553.41 - $646.74 $553 - $647
7 $4.07M
ITW
Illinois Tool Works Inc

Industrials
-1
- 1.92%
$244.9 - $274.48 $245 - $274
51 $12.6M
AJG
Arthur J. Gallagher & Co.

Financial Services
-9
- 21.43%
$275.89 - $345.24 $2.48K - $3.11K
33 $11.4M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-57
- 4.97%
$22.98 - $24.13 $1.31K - $1.38K
1.09K $26M
TTD
Trade Desk, Inc.

Technology
-1
- 14.29%
$53.59 - $126.58 $53.6 - $127
6 $328K
TROW
Price T Rowe Group Inc

Financial Services
-1
- 5.26%
$91.57 - $116.93 $91.6 - $117
18 $1.65M
DASH
Door Dash, Inc.

Communication Services
-3
- 75.0%
$168.37 - $213.38 $505 - $640
1 $183K
MAR
Marriott International Inc

Consumer Cyclical
-1
- 20.0%
$237.01 - $304.45 $237 - $304
4 $953K
Activity Summary
Buys All Purchases 314 New Holdings 69 Increased Positions 245 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 0 Puts 0
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