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Axxcess Wealth Management’s CoStar Group CSGP Stock Holding History

Axxcess 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
Q2 		– Sell
-2,656
Closed -$257K – 866
2024
Q1 		$257K Sell
2,656
-119
-4% -$10.2K 0.01% 719
2023
Q4 		$243K Buy
2,775
+123
+5% +$9.96K 0.01% 722
2023
Q3 		$204K Buy
2,652
+115
+5% +$9.53K 0.01% 729
2023
Q2 		$226K Buy
+2,537
New +$196K 0.02% 527
2023
Q1 		– Sell
-2,910
Closed -$225K – 645
2022
Q4 		$225K Sell
2,910
-78
-3% -$6.09K 0.02% 523
2022
Q3 		$208K Buy
+2,988
New +$207K 0.02% 491

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Axxcess Wealth Management's CSGP Position: Q2 2024 in Review

Axxcess Wealth Management sold out of CoStar Group (CSGP) in Q2 2024, closing a stake of 2,656 shares — an estimated $257K sold.

Axxcess Wealth Management first reported a position in CSGP in Q3 2022 and held it in 6 quarters. The position peaked at $257K in Q1 2024. 766 funds tracked by Wall St. Rank hold CSGP as of Q2 2024.

  • Axxcess Wealth Management reported no remaining CoStar Group position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,656 CoStar Group shares in Q2 2024, an estimated $257K.
  • Axxcess Wealth Management first reported a position in CoStar Group in Q3 2022 and held it in 6 quarters.
  • Axxcess Wealth Management's CoStar Group position peaked at $257K in Q1 2024.
  • 766 funds tracked by Wall St. Rank held CoStar Group as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.