Caprock Group LLC Has $346,000 Stock Position in Affirm …

Nov 24, 2024 · Caprock Group LLC boosted its stake in Affirm Holdings, Inc. (NASDAQ:AFRM – Free Report) by 8.7% during the 3rd quarter, according to its most recent Form 13F filing with …

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Caprock Group LLC Has $346,000 Stock Position In Affirm …

3 weeks from now

Nov 24, 2024 · Caprock Group LLC boosted its stake in Affirm Holdings, Inc. (NASDAQ:AFRM – Free Report) by 8.7% during the 3rd quarter, according to its most recent Form 13F filing with …

americanbankingnews.com

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Affirm (NASDAQ:AFRM) Shares Up 12.1% On Analyst Upgrade

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Nov 11, 2024 · Wells Fargo & Company currently has an overweight rating on the stock. Affirm traded as high as $52.20 and last traded at $52.11. 7,025,093 shares traded hands during mid …

marketbeat.com

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Affirm (NASDAQ:AFRM) Shares Gap Up – Here’s Why

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Jan 26, 2025 · TriaGen Wealth Management LLC acquired a new position in Affirm during the 4th quarter worth about $585,000. Finally, Caprock Group LLC boosted its holdings in Affirm by …

etfdailynews.com

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CAPROCK GROUP, LLC Top 13F Holdings - WhaleWisdom.com

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Caprock Group is based out of Boise. Caprock Group is a large advisory firm with 436 clients and discretionary assets under management (AUM) of $9,005,519,565 (Form ADV from 2024-10 …

whalewisdom.com

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Caprock Group LLC Invests $34.36 Million In Invesco QQQ

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1 day ago · Caprock Group LLC bought a new position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with …

marketbeat.com

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Caprock Group, LLC Q4 2024 13F Top Portfolio Holdings

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Nov 7, 2024 · Caprock Group, LLC reported 996 holdings with total value $3.06 B as of Q4 2024. Top holdings included VTI, AAPL, VOO, MSFT, and NVDA. Caprock Group, LLC Q4 2024 13F …

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Caprock Group, Current Portfolio, 13F Holdings (2024-11-07)

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Past Performances and the history of Asset Under Management Caprock Group, LLC. Current Holdings: 902Stocks(121 new) Top holdings: VTI(8.34%) AAPL(3.75%) MSFT(3.60%) …

gurufocus.com

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Why Affirm Holdings Stock Leaped 12% Higher Today - Yahoo …

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Oct 11, 2024 · The analyst wrote in his latest Affirm research note that the BNPL specialist boasts credit sophistication that is at least the equal of any peer in the market. He also waxed bullish …

yahoo.com

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9,580 Shares In Affirm Holdings, Inc. (NASDAQ:AFRM ... - MarketBeat

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Nov 25, 2024 · Swiss National Bank grew its position in Affirm by 0.9% during the third quarter. Swiss National Bank now owns 463,500 shares of the company's stock valued at $18,920,000 …

marketbeat.com

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Caprock Group LLC Has $4.31 Million Stock Position In AT&T

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Nov 19, 2024 · Caprock Group LLC increased its position in shares of AT&T Inc. (NYSE:T - Free Report) by 18.3% during the 3rd quarter, according to the company in its most recent Form …

marketbeat.com

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Caprock Group LLC Has $98.91 Million Holdings In Microsoft

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Jan 25, 2025 · The firm owned 229,860 shares of the software giant's stock after acquiring an additional 4,911 shares during the quarter. Microsoft makes up about 3.6% of Caprock Group …

marketbeat.com

FAQs about Caprock Group LLC Has $346,000 Stock Position in Affirm … Coupon?

How much is the caprock group worth?

While The Caprock Group advises clients across a variety of portfolio sizes, the average client balance is currently $22.2 million. In total, The Caprock Group manages $5.7 billion in assets. What is the historical performance of The Caprock Group? Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. ...

How many clients does the caprock group have?

The Caprock Group manages $5.7 billion and provides investment advisory services for 259 clients (1:9 advisor/client ratio). Is this your firm? Apply for Trusted badge 800 West Main Street, Suite 1150. Boise, ID 83702 Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. ...

Is caprock a SEC Registered Investment Advisor?

The Caprock Group, LLC (“Caprock”) is an SEC Registered Investment Advisor. This website is intended to provide general information about Caprock and is not a solicitation or offer to sell investment advisory services except in states where we are registered or where an exemption or exclusion from such registration exists. ...

How much does caprock make per acquisition?

CapRock typically spends between $20 million to $50 million on acquiring middle market, value-add industrial assets. Beyond ground-up development, this is part of their strategy. ...

Where is the caprock group located?

The headquarters of The Caprock Group is 800 West Main Street, Suite 1150. Boise, ID 83702. The Caprock Group currently serves clients in the following states: CA, CO, ID, TX, UT, WA. What is the average client balance at The Caprock Group? ...

What makes caprock a good investment advisor?

“Caprock takes the big picture and synthesizes it all together for our family in a way we didn’t see other advisors and groups doing. All of this is a process of evolution day in and day out, we just feel like we’ve got someone watching out for us.” The Caprock Group, LLC (“Caprock”) is an SEC Registered Investment Advisor. ...