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Delos Wealth Advisors’s CarGurus CARG Stock Holding History

Delos Wealth 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
2023
Q2 		– Sell
-33
Closed -$617 – 378
2023
Q1 		$617 Hold
33
– – ﹤0.01% 276
2022
Q4 		$462 Buy
+33
New +$452 ﹤0.01% 308

Other funds holding CARG

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
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Delos Wealth Advisors's CARG Position: Q2 2023 in Review

Delos Wealth Advisors sold out of CarGurus (CARG) in Q2 2023, closing a stake of 33 shares — an estimated $617 sold.

Delos Wealth Advisors first reported a position in CARG in Q4 2022 and held it in 2 quarters. The position peaked at $617 in Q1 2023. 215 funds tracked by Wall St. Rank hold CARG as of Q2 2023.

  • Delos Wealth Advisors reported no remaining CarGurus position as of Q2 2023 after selling out during the quarter.
  • Delos Wealth Advisors sold 33 CarGurus shares in Q2 2023, an estimated $617.
  • Delos Wealth Advisors first reported a position in CarGurus in Q4 2022 and held it in 2 quarters.
  • Delos Wealth Advisors's CarGurus position peaked at $617 in Q1 2023.
  • 215 funds tracked by Wall St. Rank held CarGurus as of Q2 2023.

Based on Delos Wealth Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.