Capital Performance Advisors LLP Sells in Q4 2024

Capital Performance Advisors LLP

  • $310 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAX
Dimensional ETF Tr
-370
- 0.26%
$24.76 - $27.04 $9.16K - $10K
140K $3.49M
AMD
Advanced Micro Devices Inc

Technology
-1.47K
- 71.62%
$118.88 - $172.8 $175K - $255K
584 $70K
IWM
Ishares Russell 2000 ETF

ETFs
-1.2K
- 38.04%
$216.13 - $242.4 $259K - $290K
1.95K $430K
LLY
Eli Lilly & CO

Healthcare
-171
- 22.5%
$727.2 - $932.06 $124K - $159K
589 $454K
AVEM
American Centy ETF Tr Avantis

ETFs
-1.33K
- 9.85%
$58.59 - $66.14 $78K - $88K
12.2K $715K
XOM
Exxon Mobil Corp

Energy
-894
- 25.13%
$105.51 - $125.37 $94.3K - $112K
2.66K $286K
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.52K
- 0.31%
$54.54 - $61.04 $137K - $154K
801K $44.6M
ORCL
Oracle Corp

Technology
-368
- 13.77%
$165.41 - $192.43 $60.9K - $70.8K
2.31K $384K
DFAI
Dimensional ETF Tr

ETFs
-872
- 6.34%
$29.0 - $31.6 $25.3K - $27.6K
12.9K $376K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-14
- 0.42%
$75.1 - $82.99 $1.05K - $1.16K
3.34K $252K
NFLX
Netflix Inc

Communication Services
-140
- 26.22%
$687.65 - $936.56 $96.3K - $131K
394 $351K
DHT
Dht Holdings, Inc.

Energy
-259
- 2.52%
$8.89 - $12.06 $2.3K - $3.12K
10K $92K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-14.7K
- 0.92%
$33.92 - $36.6 $499K - $538K
1.59M $54.9M
MA
Mastercard Inc

Financial Services
-44
- 6.34%
$491.3 - $536.15 $21.6K - $23.6K
650 $342K
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.34%
$567.81 - $607.81 $2.27K - $2.43K
1.16K $681K
JBLU
Jetblue Airways Corp

Industrials
-829
- 4.42%
$5.63 - $8.05 $4.67K - $6.67K
17.9K $140K
AVUS
American Centy ETF Tr Avantis

ETFs
-99
- 0.48%
$94.36 - $102.06 $9.34K - $10.1K
20.4K $1.98M
DAL
Delta Air Lines, Inc.

Industrials
-21
- 0.63%
$47.46 - $65.77 $997 - $1.38K
3.32K $200K
IVV
Ishares Core S&P 500 ETF

ETFs
-317
- 1.45%
$570.51 - $610.59 $181K - $194K
21.6K $12.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-439
- 2.19%
$180.88 - $232.93 $79.4K - $102K
19.6K $4.31M
Activity Summary
Buys All Purchases 128 New Holdings 2 Increased Positions 126 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 2 Puts 3
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