CAPTRUST Financial Advisors
CARG icon

CAPTRUST Financial Advisors’s CarGurus CARG Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$982K Buy
+28,833
New +$944K ﹤0.01% 1622
2023
Q4 		– Sell
-10,007
Closed -$175K – 2689
2023
Q3 		$175K Sell
10,007
-5,834
-37% -$115K ﹤0.01% 2324
2023
Q2 		$358K Buy
+15,841
New +$300K ﹤0.01% 1845
2022
Q3 		– Sell
-799
Closed -$17K – 2362
2022
Q2 		$17K Buy
799
+242
+43% +$7.16K ﹤0.01% 3448
2022
Q1 		$24K Sell
557
-31
-5% -$1.14K ﹤0.01% 3274
2021
Q4 		$20K Buy
588
+342
+139% +$12K ﹤0.01% 3274
2021
Q3 		$8K Hold
246
– – ﹤0.01% 3722
2021
Q2 		$6K Buy
246
+32
+15% +$831 ﹤0.01% 3769
2021
Q1 		$5K Buy
+214
New +$6.2K ﹤0.01% 3715

Other funds holding CARG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Prevatt Capital Nassau, Bahamas $371M AUM 9.39% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return