Capital Impact Advisors, LLC Portfolio Holdings

Capital Impact Advisors, LLC

  • $3.16 Billion
  • Q3 2024

Capital Impact Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.16 Billion distributed in 1 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Entrepreneurshares Series Tr with a value of $3.16B.

Examining the 13F form we can see an increase of $3.13B in the current position value, from $34.9M to 3.16B.

Capital Impact Advisors, LLC is based out at Boston, MA

Below you can find more details about Capital Impact Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Entrepreneurshares Series Tr
-
$3.16 Billion 100.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 1
  • Current Value $3.16 Billion
  • Prior Value $34.9 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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