Carson Wealth (CWM LLC)’s CapStar Financial Holdings, Inc CSTR Stock Holding History

Carson Wealth (CWM LLC)’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
2024 Q2	–	Sell	-3	Closed	–	–	5075
2024 Q1	$0	Buy	+3	New	+$56	﹤0.01%	4859
2023 Q2	–	Sell	-151	Closed	-$2K	–	4535
2023 Q1	$2K	Hold	151	–	–	﹤0.01%	3738
2022 Q4	$3K	Buy	+151	New	+$2.68K	﹤0.01%	3478

Other funds holding CSTR

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CSTR Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of CapStar Financial Holdings, Inc (CSTR) in Q2 2024, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in CSTR in Q4 2022 and held it in 3 quarters. The position peaked at $3K in Q4 2022. 1 fund tracked by Wall St. Rank holds CSTR as of Q2 2024.

Carson Wealth (CWM LLC) reported no remaining CapStar Financial Holdings, Inc position as of Q2 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 3 CapStar Financial Holdings, Inc shares in Q2 2024.
Carson Wealth (CWM LLC) first reported a position in CapStar Financial Holdings, Inc in Q4 2022 and held it in 3 quarters.
Carson Wealth (CWM LLC)'s CapStar Financial Holdings, Inc position peaked at $3K in Q4 2022.
1 fund tracked by Wall St. Rank held CapStar Financial Holdings, Inc as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.