Cape Investment Advisory, Inc. Asset Management

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$711M
$172 Million 0.07% of portfolio
15,045
Q4 2024 Reduced 2.78%
$90.3B
$168 Million 0.07% of portfolio
1,019
Q4 2024 Reduced 13.57%
$112B
$149 Million 0.06% of portfolio
866
Q4 2024 Added 1,474.55%
$3.37B
$131 Million 0.05% of portfolio
3,192
Q4 2024 Reduced 22.01%
$70.5B
$90 Million 0.04% of portfolio
1,172
Q4 2024 Added 12.58%
$0
$76.9 Million 0.03% of portfolio
9,293
Q4 2024 Reduced 10.26%
$0
$36.1 Million 0.01% of portfolio
3,693
Q4 2024 Reduced 35.13%
$0
$35.5 Million 0.01% of portfolio
3,300
Q4 2024 Reduced 37.74%
$3.48B
$32.6 Million 0.01% of portfolio
880
Q4 2024 Added 2.09%
$893M
$24.1 Million 0.01% of portfolio
1,784
Q3 2024 New
$0
$17.2 Million 0.01% of portfolio
2,449
Q2 2023 Added 3.2%
$0
$16.7 Million 0.01% of portfolio
1,879
Q4 2024 New
$0
$15.8 Million 0.01% of portfolio
1,054
Q1 2023 New
$0
$9.22 Million 0.0% of portfolio
976
Q2 2023 Added 3.17%
$0
$8.36 Million 0.0% of portfolio
382
Q4 2024 Reduced 84.39%
$0
$7.52 Million 0.0% of portfolio
853
Q1 2023 New
$4.69B
$5.86 Million 0.0% of portfolio
100
Q1 2023 New
$4.2B
$5.63 Million 0.0% of portfolio
61
Q4 2024 Reduced 4.69%
$0
$5.16 Million 0.0% of portfolio
1,018
Q4 2024 New
$7.95B
$5.14 Million 0.0% of portfolio
294
Q1 2024 Added 42.03%
$23.5B
$5.02 Million 0.0% of portfolio
49
Q4 2024 Added 2.08%
$0
$4.8 Million 0.0% of portfolio
402
Q1 2024 Added 101.0%
$0
$4.68 Million 0.0% of portfolio
400
Q1 2023 New
$0
$4.3 Million 0.0% of portfolio
500
Q1 2023 New
$0
$3.78 Million 0.0% of portfolio
316
Q4 2024 Reduced 0.32%
$0
$3.62 Million 0.0% of portfolio
150
Q1 2024 Reduced 66.89%
$0
$3.37 Million 0.0% of portfolio
400
Q1 2023 New
$0
$3.23 Million 0.0% of portfolio
205
Q3 2023 New
$36.2B
$2.95 Million 0.0% of portfolio
30
Q4 2024 Added 3.45%
$0
$2.41 Million 0.0% of portfolio
559
Q2 2024 Reduced 36.33%
$0
$2.25 Million 0.0% of portfolio
200
Q1 2023 New
$24B
$2.15 Million 0.0% of portfolio
19
Q4 2024 Added 5.56%
$56.6B
$2.13 Million 0.0% of portfolio
4
Q1 2023 New
$114B
$1.63 Million 0.0% of portfolio
11
Q4 2024 New
$29.9B
$177,000 0.0% of portfolio
1
Q4 2024 New
$18B
$101,000 0.0% of portfolio
2
Q4 2024 New
$21B
$77,000 0.0% of portfolio
1
Q4 2024 New
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