LAS
CSTR

Lloyd Advisory Services’s CapStar Financial Holdings, Inc CSTR Stock Holding History

Lloyd Advisory Services’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
2022
Q2 		– Sell
-107
Closed -$2K – 599
2022
Q1 		$2K Buy
+107
New +$2.29K ﹤0.01% 550

Other funds holding CSTR

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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Lloyd Advisory Services's CSTR Position: Q2 2022 in Review

Lloyd Advisory Services sold out of CapStar Financial Holdings, Inc (CSTR) in Q2 2022, closing a stake of 107 shares — an estimated $2K sold.

Lloyd Advisory Services first reported a position in CSTR in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 80 funds tracked by Wall St. Rank hold CSTR as of Q2 2022.

  • Lloyd Advisory Services reported no remaining CapStar Financial Holdings, Inc position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 107 CapStar Financial Holdings, Inc shares in Q2 2022, an estimated $2K.
  • Lloyd Advisory Services first reported a position in CapStar Financial Holdings, Inc in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's CapStar Financial Holdings, Inc position peaked at $2K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held CapStar Financial Holdings, Inc as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.