Cape Investment Advisory, Inc. Asset Management

Cape Investment Advisory, Inc.

  • $247 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$656M
$184 Million 0.07% of portfolio
15,476
Q2 2024 Reduced 1.31%
$3.68B
$151 Million 0.06% of portfolio
4,093
Q3 2024 Reduced 4.15%
$105B
$147 Million 0.06% of portfolio
1,179
Q3 2023 Reduced 1.17%
$0
$89.6 Million 0.04% of portfolio
10,355
Q3 2024 Added 0.82%
$63.3B
$74.8 Million 0.03% of portfolio
1,041
Q3 2024 Added 53.77%
$0
$59.8 Million 0.02% of portfolio
5,693
Q3 2024 Added 4,528.46%
$0
$58.5 Million 0.02% of portfolio
5,300
Q3 2024 New
$0
$51.2 Million 0.02% of portfolio
2,447
Q3 2024 Reduced 32.79%
$3.58B
$30.1 Million 0.01% of portfolio
862
Q3 2024 Reduced 8.59%
$893M
$23.9 Million 0.01% of portfolio
1,784
Q3 2024 New
$0
$18.6 Million 0.01% of portfolio
2,449
Q2 2023 Added 3.2%
$0
$15.2 Million 0.01% of portfolio
1,054
Q1 2023 New
$0
$13.9 Million 0.01% of portfolio
881
Q3 2024 Added 1.03%
$0
$9.73 Million 0.0% of portfolio
976
Q2 2023 Added 3.17%
$0
$8.56 Million 0.0% of portfolio
853
Q1 2023 New
$125B
$8.43 Million 0.0% of portfolio
55
Q3 2024 Added 120.0%
$8.13B
$5.16 Million 0.0% of portfolio
294
Q1 2024 Added 42.03%
$4.29B
$5.01 Million 0.0% of portfolio
100
Q1 2023 New
$0
$4.7 Million 0.0% of portfolio
400
Q1 2023 New
$0
$4.68 Million 0.0% of portfolio
402
Q1 2024 Added 101.0%
$0
$4.51 Million 0.0% of portfolio
500
Q1 2023 New
$21.8B
$4.32 Million 0.0% of portfolio
48
Q3 2024 New
$0
$4.29 Million 0.0% of portfolio
317
Q2 2024 Reduced 0.31%
$0
$3.9 Million 0.0% of portfolio
205
Q3 2023 New
$0
$3.67 Million 0.0% of portfolio
150
Q1 2024 Reduced 66.89%
$0
$3.47 Million 0.0% of portfolio
400
Q1 2023 New
$0
$2.99 Million 0.0% of portfolio
559
Q2 2024 Reduced 36.33%
$36.5B
$2.57 Million 0.0% of portfolio
29
Q3 2024 New
$0
$2.39 Million 0.0% of portfolio
200
Q1 2023 New
$26.5B
$1.96 Million 0.0% of portfolio
18
Q3 2024 New
$57.9B
$1.88 Million 0.0% of portfolio
4
Q1 2023 New
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