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.
Portfolio value
$325 Million
$234 Million
$33.2 Million
$14.7 Million
$9.44 Million
$6.32 Million
$6.23 Million
$5.59 Million
$3.55 Million
$6.82 Million
Stock Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
-
$0
0.0% of portfolio
-
Q3 2024
New
$288M
$0
0.0% of portfolio
-
Q3 2024
New
$570M
$0
0.0% of portfolio
1
Q3 2024
New
$515M
$0
0.0% of portfolio
25
Q3 2024
New
$1.99B
$0
0.0% of portfolio
74
Q3 2024
New
$235M
$0
0.0% of portfolio
91
Q3 2024
New
$1.42B
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
$0
$9,000
0.0% of portfolio
1,648
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
Metals Acquisition Limited
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q4 2023
New
-
$0
0.0% of portfolio
-
Q3 2024
New
$8.06B
$0
0.0% of portfolio
6
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
Ge Healthcare Technologies I
-
$0
0.0% of portfolio
-
Q3 2024
New
Skyward Specialty Ins Group
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
Orchestra Biomed Hldgs Inc
-
$0
0.0% of portfolio
-
Q3 2024
New
Mineralys Therapeutics Inc
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
Atlas Energy Solutions Inc
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
Added 17.83%
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
Atmus Filtration Technologie
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
Fidelis Insurance Holdings L
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
