Creative Planning’s CapStar Financial Holdings, Inc CSTR Stock Holding History

Creative Planning’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	-24,791	Closed	-$498K	–	3217
2024 Q1	$498K	Buy	+24,791	New	+$461K	﹤0.01%	1852

Other funds holding CSTR

PFPT

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

Creative Planning's CSTR Position: Q2 2024 in Review

Creative Planning sold out of CapStar Financial Holdings, Inc (CSTR) in Q2 2024, closing a stake of 24,791 shares — an estimated $498K sold.

Creative Planning first reported a position in CSTR in Q1 2024 and held it in 1 quarter. The position peaked at $498K in Q1 2024. 1 fund tracked by Wall St. Rank holds CSTR as of Q2 2024.

Creative Planning reported no remaining CapStar Financial Holdings, Inc position as of Q2 2024 after selling out during the quarter.
Creative Planning sold 24,791 CapStar Financial Holdings, Inc shares in Q2 2024, an estimated $498K.
Creative Planning first reported a position in CapStar Financial Holdings, Inc in Q1 2024 and held it in 1 quarter.
Creative Planning's CapStar Financial Holdings, Inc position peaked at $498K in Q1 2024.
1 fund tracked by Wall St. Rank held CapStar Financial Holdings, Inc as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.