LPL Financial
CSTR

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

LPL Financial’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
2020
Q3 		– Sell
-13,860
Closed -$166K – 3650
2020
Q2 		$166K Hold
13,860
– – ﹤0.01% 3180
2020
Q1 		$137K Buy
+13,860
New +$191K ﹤0.01% 2922

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
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's CSTR Position: Q3 2020 in Review

LPL Financial sold out of CapStar Financial Holdings, Inc (CSTR) in Q3 2020, closing a stake of 13,860 shares — an estimated $166K sold.

LPL Financial first reported a position in CSTR in Q1 2020 and held it in 2 quarters. The position peaked at $166K in Q2 2020. 73 funds tracked by Wall St. Rank hold CSTR as of Q3 2020.

  • LPL Financial reported no remaining CapStar Financial Holdings, Inc position as of Q3 2020 after selling out during the quarter.
  • LPL Financial sold 13,860 CapStar Financial Holdings, Inc shares in Q3 2020, an estimated $166K.
  • LPL Financial first reported a position in CapStar Financial Holdings, Inc in Q1 2020 and held it in 2 quarters.
  • LPL Financial's CapStar Financial Holdings, Inc position peaked at $166K in Q2 2020.
  • 73 funds tracked by Wall St. Rank held CapStar Financial Holdings, Inc as of Q3 2020.

Based on LPL Financial's 13F filing for Q3 2020, filed 9 Nov 2020.