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	-$1K	–	848
2014 Q4	$1K	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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

B. Riley Wealth Advisors's CSGP Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of CoStar Group (CSGP) in Q2 2024, closing a stake of 5,087 shares — an estimated $391K sold.

B. Riley Wealth Advisors first reported a position in CSGP in Q2 2014 and held it in 9 quarters. The position peaked at $479K in Q1 2021. 766 funds tracked by Wall St. Rank hold CSGP as of Q2 2024.

B. Riley Wealth Advisors reported no remaining CoStar Group position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,087 CoStar Group shares in Q2 2024, an estimated $391K.
B. Riley Wealth Advisors first reported a position in CoStar Group in Q2 2014 and held it in 9 quarters.
B. Riley Wealth Advisors's CoStar Group position peaked at $479K in Q1 2021.
766 funds tracked by Wall St. Rank held CoStar Group as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.