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Root shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Root (ROOT) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Root

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Root by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $38 1 38.00

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
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)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Root

SVB Capital Management
BlackRock
BlackRock
Vanguard Group
Citadel Advisors
Morgan Stanley
D. E. Shaw & Co
Marshall Wace
Susquehanna International
Galileo
Geode Capital Management
Cubist Systematic Strategies
Renaissance Technologies
State Street Corporation
Trexquant Investment

View all funds holding Root