IFP Advisors’s CarGurus CARG Stock Holding History

IFP 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	$2.76K	Sell	81 -61	-43%	-$2K	﹤0.01%	3829
2025 Q4	$5.45K	Buy	142 +68	+92%	+$2.45K	﹤0.01%	3371
2025 Q3	$2.75K	Buy	+74	New	+$2.53K	﹤0.01%	3564
2025 Q2	–	Hold	0	–	–	–	2792
2025 Q1	–	Hold	0	–	-$292	–	4374
2024 Q4	–	Hold	0	–	–	–	3574
2023 Q1	–	Sell	-4,740	Closed	-$154K	–	3517
2022 Q4	$154K	Sell	4,740 -114	-2%	-$1.56K	﹤0.01%	1484
2022 Q3	$159K	Buy	4,854 +1,057	+28%	+$21.4K	﹤0.01%	1551
2022 Q2	$125K	Hold	3,797	–	–	﹤0.01%	1543
2022 Q1	$125K	Buy	3,797 +3,045	+405%	+$112K	﹤0.01%	1543
2021 Q4	$27K	Sell	752 -119	-14%	-$4.18K	﹤0.01%	1809
2021 Q3	$30K	Buy	+871	New	+$25.4K	﹤0.01%	1799
2021 Q2	–	Hold	0	–	–	–	3259

Other funds holding CARG

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prevatt Capital Nassau, Bahamas $371M AUM 9.39% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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