WAP
CSTR

Wealthcare Advisory Partners’s CapStar Financial Holdings, Inc CSTR Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-163
Closed -$3K – 1982
2021
Q1 		$3K Buy
+163
New +$2.62K ﹤0.01% 1826

Other funds holding CSTR

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Vanguard Group
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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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthcare Advisory Partners's CSTR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of CapStar Financial Holdings, Inc (CSTR) in Q2 2021, closing a stake of 163 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in CSTR in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 89 funds tracked by Wall St. Rank hold CSTR as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining CapStar Financial Holdings, Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 163 CapStar Financial Holdings, Inc shares in Q2 2021, an estimated $3K.
  • Wealthcare Advisory Partners first reported a position in CapStar Financial Holdings, Inc in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's CapStar Financial Holdings, Inc position peaked at $3K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held CapStar Financial Holdings, Inc as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.