CCASX
Conestoga Small Cap Fund Investors Class
1W: -1.8%
1M: -4.1%
3M: -11.4%
YTD: -4.5%
1Y: -5.9%
3Y: +3.1%
5Y: -9.7%
$63.57
+1.05 (+1.68%)
Weekly Expected Move ±1.5%
$61
$62
$63
$63
$64
Institutional Ownership — CCASX
3
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
2
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. NEW | 894 | $57K | — | +0.0% | 1Q | SEC ↗ |
| 2 | NBT BANK, N.A. NEW | 695 | $44K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Garton & Associates Financial Advisors | 0 | $0K | -49 | -100.0% | 1Q | SEC ↗ |
| 4 | Fairfield Financial Advisors, LTD | 0 | $0K | -7,125 | -100.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 894 | $57K |
| NBT BANK, N.A. | 695 | $44K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fairfield Financial Advisors, LTD | 7,125 | $453K |
| Garton & Associates Financial Advis | 49 | $3K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.