Valeo Financial Advisors’s CapStar Financial Holdings, Inc CSTR Stock Holding History

Valeo Financial Advisors’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
2019 Q4	–	Sell	-829	Closed	-$14K	–	1748
2019 Q3	$14K	Sell	829 -571	-41%	-$8.89K	﹤0.01%	952
2019 Q2	$21K	Hold	1,400	–	–	﹤0.01%	838
2019 Q1	$20K	Hold	1,400	–	–	﹤0.01%	798
2018 Q4	$21K	Hold	1,400	–	–	﹤0.01%	703
2018 Q3	$21K	Hold	1,400	–	–	﹤0.01%	771
2018 Q2	$25K	Hold	1,400	–	–	﹤0.01%	705
2018 Q1	$26K	Hold	1,400	–	–	﹤0.01%	652
2017 Q4	$29K	Buy	+1,400	New	+$29K	﹤0.01%	589

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

BCM

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

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

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

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

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

Valeo Financial Advisors's CSTR Position: Q4 2019 in Review

Valeo Financial Advisors sold out of CapStar Financial Holdings, Inc (CSTR) in Q4 2019, closing a stake of 829 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in CSTR in Q4 2017 and held it in 8 quarters. The position peaked at $29K in Q4 2017. 75 funds tracked by Wall St. Rank hold CSTR as of Q4 2019.

Valeo Financial Advisors reported no remaining CapStar Financial Holdings, Inc position as of Q4 2019 after selling out during the quarter.
Valeo Financial Advisors sold 829 CapStar Financial Holdings, Inc shares in Q4 2019, an estimated $14K.
Valeo Financial Advisors first reported a position in CapStar Financial Holdings, Inc in Q4 2017 and held it in 8 quarters.
Valeo Financial Advisors's CapStar Financial Holdings, Inc position peaked at $29K in Q4 2017.
75 funds tracked by Wall St. Rank held CapStar Financial Holdings, Inc as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.