Capital Performance Advisors LLP Portfolio Holdings
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
Capital Performance Advisors LLP has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $325 Million distributed in 2899 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $54.9M, Dimensional ETF Tr U S Target with a value of $44.7M, Dimensional ETF Tr Us Marketwi with a value of $22.2M, Dimensional ETF Tr with a value of $21.1M, and Apple Inc. with a value of $15.4M.
Examining the 13F form we can see an increase of $63.4M in the current position value, from $261M to 325M.
Below you can find more details about Capital Performance Advisors LLP portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,899
- Current Value $325 Million
- Prior Value $261 Million
- Filing
- Period Q3 2024
- Filing Date November 01, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 2,807 stocks
- Additional Purchases 53 stocks
- Sold out of 0 stocks
- Reduced holdings in 26 stocks