Capital Performance Advisors LLP Sells in Q2 2025

Capital Performance Advisors LLP

  • $504 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-15.4K
- 53.93%
$0.54 - $0.87 $8.33K - $13.4K
13.2K $9K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.99K
- 16.82%
$32.41 - $42.59 $64.5K - $84.7K
9.84K $418K
GNW
Genworth Financial Inc

Financial Services
-4.75K
- 9.5%
$6.12 - $7.89 $29.1K - $37.5K
45.3K $352K
Atlassian Corporation
-252
- 18.43%
N/A
1.12K $0
Arista Networks Inc
-2.04K
- 43.41%
N/A
2.66K $0
Fidelity Wise Origin Bitcoin
-150
- 4.14%
N/A
3.47K $0
CCL
Carnival Corp

Consumer Cyclical
-3.2K
- 30.67%
$16.43 - $28.12 $52.5K - $89.9K
7.23K $203K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-49
- 3.8%
$152.93 - $181.74 $7.49K - $8.91K
1.24K $225K
VO
Vanguard Mid Cap ETF

ETFs
-66
- 6.67%
$228.54 - $279.83 $15.1K - $18.5K
923 $258K
BX
Blackstone Inc.

Financial Services
-190
- 5.73%
$120.07 - $151.11 $22.8K - $28.7K
3.12K $467K
APH
Amphenol Corp

Technology
-1.39K
- 30.09%
$59.09 - $98.75 $82.1K - $137K
3.23K $318K
BAC
Bank Of America Corp

Financial Services
-1.94K
- 9.89%
$34.39 - $47.46 $66.6K - $91.9K
17.6K $834K
IDEV
Ishares Core Msci Intl Develop

ETFs
-26
- 0.81%
$61.79 - $76.67 $1.61K - $1.99K
3.19K $242K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-944
- 4.66%
$24.32 - $29.74 $23K - $28.1K
19.3K $569K
FTNT
Fortinet, Inc.

Technology
-284
- 4.8%
$84.71 - $108.69 $24.1K - $30.9K
5.63K $595K
RL
Ralph Lauren Corp

Consumer Cyclical
-126
- 10.36%
$182.34 - $286.22 $23K - $36.1K
1.09K $298K
TT
Trane Technologies PLC

Industrials
-178
- 16.57%
$315.21 - $437.41 $56.1K - $77.9K
896 $391K
VGT
Vanguard Information Technolog

ETFs
-100
- 12.18%
$470.37 - $663.28 $47K - $66.3K
721 $478K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-58
- 0.41%
$26.69 - $33.44 $1.55K - $1.94K
14.2K $467K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.68K
- 8.14%
$17.76 - $22.1 $101K - $126K
64.1K $1.42M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-155
- 1.42%
$22.27 - $29.21 $3.45K - $4.53K
10.8K $315K
INTU
Intuit Inc

Technology
-35
- 8.27%
$544.07 - $787.63 $19K - $27.6K
388 $305K
ETN
Eaton Corp PLC

Industrials
-79
- 8.48%
$246.52 - $356.99 $19.5K - $28.2K
853 $304K
VRSN
Verisign Inc

Technology
-36
- 1.71%
$234.49 - $288.8 $8.44K - $10.4K
2.07K $598K
UBER
Uber Technologies, Inc

Technology
-380
- 6.99%
$64.62 - $93.3 $24.6K - $35.5K
5.06K $471K
AVDE
American Centy ETF Tr Avantis

ETFs
-394
- 1.97%
$59.32 - $74.36 $23.4K - $29.3K
19.6K $1.45M
SNOW
Snowflake Inc.

Technology
-428
- 14.13%
$130.53 - $223.77 $55.9K - $95.8K
2.6K $581K
AVUS
American Centy ETF Tr Avantis

ETFs
-626
- 2.59%
$81.38 - $100.82 $50.9K - $63.1K
23.5K $2.37M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10
- 0.02%
$19.1 - $23.83 $191 - $238
63.9K $1.52M
DFAU
Dimensional ETF Tr

ETFs
-526
- 1.0%
$34.04 - $42.36 $17.9K - $22.3K
52.3K $2.22M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.19K
- 10.4%
$167.32 - $223.3 $533K - $711K
27.5K $6.02M
HWM
Howmet Aerospace Inc.

Industrials
-207
- 4.41%
$112.33 - $186.13 $23.3K - $38.5K
4.49K $835K
AVUV
American Centy ETF Tr Avantis

ETFs
-162
- 0.23%
$75.17 - $91.21 $12.2K - $14.8K
69K $6.29M
ORCL
Oracle Corp

Technology
-147
- 3.86%
$122.82 - $218.63 $18.1K - $32.1K
3.66K $800K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.1K
- 4.63%
$82.96 - $110.1 $90.8K - $121K
22.5K $2.48M
PLTR
Palantir Technologies Inc.

Technology
-414
- 6.27%
$74.01 - $144.25 $30.6K - $59.7K
6.19K $844K
HOOD
Robinhood Markets, Inc.

Technology
-296
- 4.84%
$34.17 - $93.63 $10.1K - $27.7K
5.82K $544K
AVDV
American Centy ETF Tr Avantis

ETFs
-503
- 1.35%
$61.76 - $79.32 $31.1K - $39.9K
36.8K $2.91M
TSLA
Tesla, Inc.

Consumer Cyclical
-102
- 1.63%
$221.86 - $362.89 $22.6K - $37K
6.15K $1.95M
XLK
Technology Sector Spdr

ETFs
-12
- 0.16%
$179.73 - $253.23 $2.16K - $3.04K
7.28K $1.84M
RBLX
Roblox Corp

Communication Services
-30
- 0.41%
$51.22 - $105.59 $1.54K - $3.17K
7.35K $773K
DFAX
Dimensional ETF Tr
-1.09K
- 0.74%
$23.37 - $29.39 $25.4K - $31.9K
145K $4.25M
VUG
Vanguard Growth ETF

ETFs
-70
- 0.69%
$329.49 - $438.4 $23.1K - $30.7K
10.1K $4.42M
DFAT
Dimensional ETF Tr U S Target

ETFs
-16.7K
- 2.1%
$44.8 - $53.97 $747K - $900K
776K $41.9M
META
Meta Platforms, Inc.

Communication Services
-8
- 0.09%
$484.66 - $738.09 $3.88K - $5.9K
8.53K $6.3M
DFIV
Dimensional ETF Tr

ETFs
-2.14K
- 0.38%
$34.67 - $43.21 $74.3K - $92.6K
564K $24.1M
MSFT
Microsoft Corp

Technology
-1.34K
- 5.55%
$354.56 - $497.45 $474K - $666K
22.8K $11.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-25.5K
- 1.6%
$29.12 - $35.84 $742K - $913K
1.57M $56.2M
Activity Summary
Buys All Purchases 164 New Holdings 62 Increased Positions 102 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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