BCA
CSTR

Berman Capital Advisors’s CapStar Financial Holdings, Inc CSTR Stock Holding History

Berman Capital Advisors’s Portfolio CSTR Stock Details CSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-27
Closed – – 1871
2020
Q3 		$0 Sell
27
-86
-76% -$908 ﹤0.01% 1819
2020
Q2 		$1K Buy
+113
New +$1.22K ﹤0.01% 1544

Other funds holding CSTR

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
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's CSTR Position: Q4 2020 in Review

Berman Capital Advisors sold out of CapStar Financial Holdings, Inc (CSTR) in Q4 2020, closing a stake of 27 shares.

Berman Capital Advisors first reported a position in CSTR in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 78 funds tracked by Wall St. Rank hold CSTR as of Q4 2020.

  • Berman Capital Advisors reported no remaining CapStar Financial Holdings, Inc position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 27 CapStar Financial Holdings, Inc shares in Q4 2020.
  • Berman Capital Advisors first reported a position in CapStar Financial Holdings, Inc in Q2 2020 and held it in 2 quarters.
  • Berman Capital Advisors's CapStar Financial Holdings, Inc position peaked at $1K in Q2 2020.
  • 78 funds tracked by Wall St. Rank held CapStar Financial Holdings, Inc as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.