Atria Wealth Solutions’s CoStar Group CSGP Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$471K	Sell	5,851 -4,105	-41%	-$320K	0.01%	946
2025 Q1	$789K	Buy	9,956 +2,170	+28%	+$165K	0.01%	976
2024 Q4	$557K	Buy	7,786 +176	+2%	+$13.3K	0.01%	1218
2024 Q3	$574K	Sell	7,610 -3,409	-31%	-$259K	0.01%	1176
2024 Q2	$817K	Buy	11,019 +28	+0.3%	+$2.37K	0.01%	988
2024 Q1	$1.06M	Sell	10,991 -659	-6%	-$56.7K	0.01%	882
2023 Q4	$1.02M	Buy	11,650 +1,145	+11%	+$92.7K	0.01%	856
2023 Q3	$808K	Sell	10,505 -82	-0.8%	-$6.79K	0.01%	913
2023 Q2	$942K	Buy	10,587 +73	+0.7%	+$5.64K	0.01%	864
2023 Q1	$724K	Sell	10,514 -1,059	-9%	-$78.1K	0.01%	952
2022 Q4	$894K	Sell	11,573 -1,307	-10%	-$102K	0.01%	800
2022 Q3	$897K	Sell	12,880 -4,036	-24%	-$280K	0.02%	755
2022 Q2	$1.02M	Buy	16,916 +6,416	+61%	+$389K	0.02%	688
2022 Q1	$699K	Buy	+10,500	New	+$697K	0.01%	893

Other funds holding CSGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

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

AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return