Stifel Financial
CSTR

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

Stifel 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
2024
Q2 		– Sell
-60,696
Closed -$1.22M – 3489
2024
Q1 		$1.22M Buy
60,696
+27,996
+86% +$521K ﹤0.01% 2058
2023
Q4 		$613K Buy
+32,700
New +$534K ﹤0.01% 2457
2019
Q4 		– Sell
-17,839
Closed -$296K – 3092
2019
Q3 		$296K Sell
17,839
-15,533
-47% -$242K ﹤0.01% 2449
2019
Q2 		$507K Buy
33,372
+669
+2% +$10.3K ﹤0.01% 2200
2019
Q1 		$472K Buy
32,703
+5,271
+19% +$82.9K ﹤0.01% 2102
2018
Q4 		$404K Sell
27,432
-3,674
-12% -$56.7K ﹤0.01% 2059
2018
Q3 		$518K Hold
31,106
– – ﹤0.01% 2074
2018
Q2 		$577K Sell
31,106
-498
-2% -$9.6K ﹤0.01% 1955
2018
Q1 		$595K Sell
31,604
-594
-2% -$11.5K ﹤0.01% 1868
2017
Q4 		$670K Buy
32,198
+3,826
+13% +$79.3K ﹤0.01% 1753
2017
Q3 		$554K Buy
28,372
+7,911
+39% +$139K ﹤0.01% 1820
2017
Q2 		$364K Buy
+20,461
New +$371K ﹤0.01% 2040

Other funds holding CSTR

PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Stifel Financial's CSTR Position: Q2 2024 in Review

Stifel Financial sold out of CapStar Financial Holdings, Inc (CSTR) in Q2 2024, closing a stake of 60,696 shares — an estimated $1.22M sold.

Stifel Financial first reported a position in CSTR in Q2 2017 and held it in 12 quarters. The position peaked at $1.22M in Q1 2024. 1 fund tracked by Wall St. Rank holds CSTR as of Q2 2024.

  • Stifel Financial reported no remaining CapStar Financial Holdings, Inc position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 60,696 CapStar Financial Holdings, Inc shares in Q2 2024, an estimated $1.22M.
  • Stifel Financial first reported a position in CapStar Financial Holdings, Inc in Q2 2017 and held it in 12 quarters.
  • Stifel Financial's CapStar Financial Holdings, Inc position peaked at $1.22M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held CapStar Financial Holdings, Inc as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.