Covestor’s CapStar Financial Holdings, Inc CSTR Stock Holding History

Covestor’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	-33	Closed	-$1K	–	2907
2024 Q1	$1K	Buy	33 +32	+3,200%	+$595	﹤0.01%	2170
2023 Q4	$0	Sell	1 -68	-99%	-$1.11K	﹤0.01%	2859
2023 Q3	$1K	Buy	69 +11	+19%	+$151	﹤0.01%	2035
2023 Q2	$1K	Sell	58 -59	-50%	-$782	﹤0.01%	2051
2023 Q1	$2K	Buy	117 +100	+588%	+$1.67K	﹤0.01%	1811
2022 Q4	$0	Buy	17 +1	+6%	+$18	﹤0.01%	2752
2022 Q3	$0	Buy	+16	New	+$324	﹤0.01%	2773

Other funds holding CSTR

PFPT

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

Covestor's CSTR Position: Q2 2024 in Review

Covestor sold out of CapStar Financial Holdings, Inc (CSTR) in Q2 2024, closing a stake of 33 shares — an estimated $1K sold.

Covestor first reported a position in CSTR in Q3 2022 and held it in 7 quarters. The position peaked at $2K in Q1 2023. 1 fund tracked by Wall St. Rank holds CSTR as of Q2 2024.

Covestor reported no remaining CapStar Financial Holdings, Inc position as of Q2 2024 after selling out during the quarter.
Covestor sold 33 CapStar Financial Holdings, Inc shares in Q2 2024, an estimated $1K.
Covestor first reported a position in CapStar Financial Holdings, Inc in Q3 2022 and held it in 7 quarters.
Covestor's CapStar Financial Holdings, Inc position peaked at $2K in Q1 2023.
1 fund tracked by Wall St. Rank held CapStar Financial Holdings, Inc as of Q2 2024.

Based on Covestor's 13F filing for Q2 2024, filed 9 Aug 2024.