AWM
CSGP icon

Avitas Wealth Management’s CoStar Group CSGP Stock Holding History

Avitas 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
2024
Q4 		$352K Sell
4,910
-126
-3% -$9.52K 0.05% 170
2024
Q3 		$380K Sell
5,036
-382
-7% -$29K 0.05% 173
2024
Q2 		$402K Sell
5,418
-312
-5% -$26.4K 0.06% 176
2024
Q1 		$554K Sell
5,730
-59
-1% -$5.08K 0.08% 167
2023
Q4 		$506K Sell
5,789
-24
-0.4% -$1.94K 0.08% 161
2023
Q3 		$447K Sell
5,813
-189
-3% -$15.7K 0.09% 169
2023
Q2 		$534K Sell
6,002
-84
-1% -$6.49K 0.1% 150
2023
Q1 		$419K Sell
6,086
-184
-3% -$13.6K 0.08% 172
2022
Q4 		$485K Buy
6,270
+1,544
+33% +$121K 0.1% 144
2022
Q3 		$329K Buy
4,726
+34
+0.7% +$2.36K 0.08% 159
2022
Q2 		$283K Buy
+4,692
New +$284K 0.06% 169

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
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
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
ACM
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return