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Advantage Solutions shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Advantage Solutions (ADV) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Advantage Solutions

Tip: Access up to 7 years of quarterly data

All positions including Advantage Solutions held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advantage Solutions by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $96 28 3.43

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
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Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Advantage Solutions

T. Rowe Price Investment Management
Leonard Green & Partners
CVC Management Holdings II
Atairos Partners GP
BlackRock
BlackRock
Dimensional Fund Advisors
Bridgeway Capital Management
Bain Capital Investors
Vanguard Group
CastleKnight Management
State Street Corporation
Geode Capital Management
Kent Lake Capital
Empowered Funds

View all funds holding Advantage Solutions