9WM
CSGP icon

9258 Wealth Management’s CoStar Group CSGP Stock Holding History

9258 Wealth Management’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,322
Closed -$301K – 329
2022
Q3 		$301K Sell
4,322
-1
-0% -$69 0.08% 239
2022
Q2 		$261K Buy
4,323
+314
+8% +$19K 0.07% 277
2022
Q1 		$267K Buy
4,009
+854
+27% +$56.7K 0.06% 300
2021
Q4 		$249K Buy
+3,155
New +$265K 0.06% 323

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

9258 Wealth Management's CSGP Position: Q4 2022 in Review

9258 Wealth Management sold out of CoStar Group (CSGP) in Q4 2022, closing a stake of 4,322 shares — an estimated $301K sold.

9258 Wealth Management first reported a position in CSGP in Q4 2021 and held it in 4 quarters. The position peaked at $301K in Q3 2022. 702 funds tracked by Wall St. Rank hold CSGP as of Q4 2022.

  • 9258 Wealth Management reported no remaining CoStar Group position as of Q4 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 4,322 CoStar Group shares in Q4 2022, an estimated $301K.
  • 9258 Wealth Management first reported a position in CoStar Group in Q4 2021 and held it in 4 quarters.
  • 9258 Wealth Management's CoStar Group position peaked at $301K in Q3 2022.
  • 702 funds tracked by Wall St. Rank held CoStar Group as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.