PWPS
CSTR

Pinnacle Wealth Planning Services’s CapStar Financial Holdings, Inc CSTR Stock Holding History

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-2,283
Closed -$34K – 2095
2020
Q4 		$34K Buy
+2,283
New +$27.5K 0.01% 957

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's CSTR Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of CapStar Financial Holdings, Inc (CSTR) in Q1 2021, closing a stake of 2,283 shares — an estimated $34K sold.

Pinnacle Wealth Planning Services first reported a position in CSTR in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 87 funds tracked by Wall St. Rank hold CSTR as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining CapStar Financial Holdings, Inc position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,283 CapStar Financial Holdings, Inc shares in Q1 2021, an estimated $34K.
  • Pinnacle Wealth Planning Services first reported a position in CapStar Financial Holdings, Inc in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's CapStar Financial Holdings, Inc position peaked at $34K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held CapStar Financial Holdings, Inc as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.