BRWA
CSGP icon

B. Riley Wealth Advisors’s CoStar Group CSGP Stock Holding History

B. Riley Wealth Advisors’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
-5,087
Closed -$391K – 1435
2024
Q1 		$391K Buy
5,087
+1,673
+49% +$144K 0.01% 919
2023
Q4 		$298K Sell
3,414
-1,673
-33% -$135K 0.01% 1059
2023
Q3 		$391K Buy
5,087
+1,254
+33% +$104K 0.01% 919
2023
Q2 		$341K Buy
3,833
+553
+17% +$42.7K 0.01% 1048
2023
Q1 		$226K Buy
+3,280
New +$242K 0.01% 1232
2022
Q1 		– Sell
-3,455
Closed -$274K – 1409
2021
Q4 		$274K Buy
+3,455
New +$290K 0.01% 1123
2021
Q2 		– Sell
-5,830
Closed -$479K – 1390
2021
Q1 		$479K Buy
+5,830
New +$503K 0.02% 751
2015
Q1 		– Sell
-30
Closed -$1 – 850
2014
Q4 		$1 Buy
+30
New +$485 ﹤0.01% 3531
2014
Q3 		– Sell
-30
Closed -$454 – 888
2014
Q2 		$454 Buy
+30
New +$486 ﹤0.01% 2333

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return