AWM
CSGP icon

Avior Wealth Management’s CoStar Group CSGP Stock Holding History

Avior 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
2025
Q1 		– Sell
-53
Closed -$3.79K – 1088
2024
Q4 		$3.79K Sell
53
-7
-12% -$529 ﹤0.01% 1958
2024
Q3 		$4.53K Buy
60
+9
+18% +$683 ﹤0.01% 1809
2024
Q2 		$3.78K Sell
51
-1,131
-96% -$95.9K ﹤0.01% 1808
2024
Q1 		$114K Buy
1,182
+1,181
+118,100% +$102K 0.01% 912
2023
Q4 		$87 Buy
+1
New +$81 ﹤0.01% 1497
2020
Q3 		– Sell
-4,870
Closed -$346K – 940
2020
Q2 		$346K Buy
4,870
+550
+13% +$35.6K 0.05% 312
2020
Q1 		$253K Hold
4,320
– – 0.05% 301
2019
Q4 		$258K Sell
4,320
-900
-17% -$52.5K 0.04% 341
2019
Q3 		$309K Sell
5,220
-2,360
-31% -$141K 0.05% 294
2019
Q2 		$420K Hold
7,580
– – 0.08% 238
2019
Q1 		$353K Buy
7,580
+2,500
+49% +$103K 0.07% 250
2018
Q4 		$171K Buy
5,080
+70
+1% +$2.56K 0.04% 342
2018
Q3 		$211K Sell
5,010
-4,130
-45% -$177K 0.05% 328
2018
Q2 		$377K Hold
9,140
– – 0.09% 211
2018
Q1 		$331K Sell
9,140
-1,900
-17% -$65.5K 0.08% 219
2017
Q4 		$328K Buy
+11,040
New +$323K 0.07% 227

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's CSGP Position: Q1 2025 in Review

Avior Wealth Management sold out of CoStar Group (CSGP) in Q1 2025, closing a stake of 53 shares — an estimated $3.79K sold.

Avior Wealth Management first reported a position in CSGP in Q4 2017 and held it in 16 quarters. The position peaked at $420K in Q2 2019. 858 funds tracked by Wall St. Rank hold CSGP as of Q1 2025.

  • Avior Wealth Management reported no remaining CoStar Group position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 53 CoStar Group shares in Q1 2025, an estimated $3.79K.
  • Avior Wealth Management first reported a position in CoStar Group in Q4 2017 and held it in 16 quarters.
  • Avior Wealth Management's CoStar Group position peaked at $420K in Q2 2019.
  • 858 funds tracked by Wall St. Rank held CoStar Group as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.