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Arete Wealth Advisors’s CarGurus CARG Stock Holding History

Arete Wealth Advisors’s Portfolio CARG Stock Details CARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,331
Closed -$307K – 725
2024
Q4 		$307K Buy
+8,331
New +$286K 0.02% 547

Other funds holding CARG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arete Wealth Advisors's CARG Position: Q1 2025 in Review

Arete Wealth Advisors sold out of CarGurus (CARG) in Q1 2025, closing a stake of 8,331 shares — an estimated $307K sold.

Arete Wealth Advisors first reported a position in CARG in Q4 2024 and held it in 1 quarter. The position peaked at $307K in Q4 2024. 306 funds tracked by Wall St. Rank hold CARG as of Q1 2025.

  • Arete Wealth Advisors reported no remaining CarGurus position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,331 CarGurus shares in Q1 2025, an estimated $307K.
  • Arete Wealth Advisors first reported a position in CarGurus in Q4 2024 and held it in 1 quarter.
  • Arete Wealth Advisors's CarGurus position peaked at $307K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held CarGurus as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.