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Value Line shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Value Line (VALU) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Value Line

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Value Line by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $140 3 46.67

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 Value Line

Neuberger Berman Group
Dimensional Fund Advisors
BlackRock
BlackRock
Gabelli Funds
Wells Fargo & Company
Teton Advisors
Geode Capital Management
Royce & Associates
Vanguard Group
North Star Investment Management
State Street Corporation
Capital Investment Counsel
Renaissance Technologies
Northern Trust

View all funds holding Value Line