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United Capital Financial Advisors’s Castle Biosciences CSTL Stock Holding History

United Capital Financial Advisors’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18,054
Closed -$471K – 1054
2022
Q3 		$471K Buy
18,054
+332
+2% +$9.31K ﹤0.01% 774
2022
Q2 		$389K Buy
17,722
+56
+0.3% +$1.3K ﹤0.01% 862
2022
Q1 		$792K Buy
17,666
+29
+0.2% +$1.2K ﹤0.01% 719
2021
Q4 		$756K Buy
17,637
+197
+1% +$10.3K ﹤0.01% 753
2021
Q3 		$1.16M Hold
17,440
– – 0.01% 635
2021
Q2 		$1.28M Hold
17,440
– – 0.01% 635
2021
Q1 		$1.19M Sell
17,440
-11,640
-40% -$875K 0.01% 620
2020
Q4 		$1.95M Sell
29,080
-200
-0.7% -$10.8K 0.01% 512
2020
Q3 		$1.51M Hold
29,280
– – 0.01% 566
2020
Q2 		$1.1M Sell
29,280
-14,040
-32% -$480K 0.01% 637
2020
Q1 		$1.29M Buy
+43,320
New +$1.31M 0.01% 572

Other funds holding CSTL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's CSTL Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Castle Biosciences (CSTL) in Q4 2022, closing a stake of 18,054 shares — an estimated $471K sold.

United Capital Financial Advisors first reported a position in CSTL in Q1 2020 and held it in 11 quarters. The position peaked at $1.95M in Q4 2020. 153 funds tracked by Wall St. Rank hold CSTL as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Castle Biosciences position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 18,054 Castle Biosciences shares in Q4 2022, an estimated $471K.
  • United Capital Financial Advisors first reported a position in Castle Biosciences in Q1 2020 and held it in 11 quarters.
  • United Capital Financial Advisors's Castle Biosciences position peaked at $1.95M in Q4 2020.
  • 153 funds tracked by Wall St. Rank held Castle Biosciences as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.