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BZWA
Blue Zone Wealth Advisors’s
CoStar Group
CSGP
Stock Holding History
Blue Zone 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
2026
Q1
$2.88M
Sell
71,468
-88
-0.1%
-$4.58K
0.59%
48
2025
Q4
$4.81M
Buy
71,556
+1,226
+2%
+$86.8K
0.92%
46
2025
Q3
$5.93M
Buy
70,330
+1,505
+2%
+$133K
1.18%
37
2025
Q2
$5.53M
Buy
68,825
+2,469
+4%
+$192K
1.38%
34
2025
Q1
$5.26M
Buy
66,356
+6,683
+11%
+$508K
1.46%
32
2024
Q4
$4.27M
Buy
59,673
+4,369
+8%
+$330K
1.23%
39
2024
Q3
$4.17M
Buy
55,304
+3,575
+7%
+$271K
1.3%
38
2024
Q2
$3.84M
Sell
51,729
-792
-2%
-$67.1K
1.32%
34
2024
Q1
$5.07M
Buy
52,521
+875
+2%
+$75.3K
1.74%
23
2023
Q4
$4.51M
Buy
51,646
+843
+2%
+$68.2K
1.8%
26
2023
Q3
$3.91M
Buy
50,803
+1,746
+4%
+$145K
1.71%
22
2023
Q2
$4.37M
Buy
49,057
+3,590
+8%
+$277K
2.01%
18
2023
Q1
$3.13M
Sell
45,467
-11
-0%
-$812
1.67%
24
2022
Q4
$3.51M
Buy
45,478
+536
+1%
+$41.9K
1.88%
18
2022
Q3
$3.13M
Buy
44,942
+377
+0.8%
+$26.2K
1.62%
19
2022
Q2
$2.69M
Buy
44,565
+1,788
+4%
+$108K
1.22%
35
2022
Q1
$2.85M
Buy
42,777
+5,797
+16%
+$385K
1.06%
37
2021
Q4
$2.92M
Buy
36,980
+2,727
+8%
+$229K
0.97%
42
2021
Q3
$2.95M
Buy
+34,253
New
+$2.96M
1.02%
35
Other funds holding CSGP
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Polen Capital Management
Boca Raton, Florida
$14.5B AUM
5.7%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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