Selective Wealth Management’s CapStar Financial Holdings, Inc CSTR Stock Holding History

Selective Wealth Management’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 Q3	–	Sell	-1,214	Closed	-$25K	–	622
2021 Q2	$25K	Hold	1,214	–	–	0.02%	259
2021 Q1	$21K	Hold	1,214	–	–	0.02%	189
2020 Q4	$18K	Hold	1,214	–	–	0.01%	195
2020 Q3	$12K	Hold	1,214	–	–	0.01%	194
2020 Q2	$15K	Buy	+1,214	New	+$13.1K	0.01%	207

Other funds holding CSTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Selective Wealth Management's CSTR Position: Q3 2021 in Review

Selective Wealth Management sold out of CapStar Financial Holdings, Inc (CSTR) in Q3 2021, closing a stake of 1,214 shares — an estimated $25K sold.

Selective Wealth Management first reported a position in CSTR in Q2 2020 and held it in 5 quarters. The position peaked at $25K in Q2 2021. 81 funds tracked by Wall St. Rank hold CSTR as of Q3 2021.

Selective Wealth Management reported no remaining CapStar Financial Holdings, Inc position as of Q3 2021 after selling out during the quarter.
Selective Wealth Management sold 1,214 CapStar Financial Holdings, Inc shares in Q3 2021, an estimated $25K.
Selective Wealth Management first reported a position in CapStar Financial Holdings, Inc in Q2 2020 and held it in 5 quarters.
Selective Wealth Management's CapStar Financial Holdings, Inc position peaked at $25K in Q2 2021.
81 funds tracked by Wall St. Rank held CapStar Financial Holdings, Inc as of Q3 2021.

Based on Selective Wealth Management's 13F filing for Q3 2021, filed 27 Oct 2021.