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Carolinas Wealth Consulting’s CoStar Group CSGP Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-10
Closed -$792 – 196
2025
Q1 		$792 Sell
10
-5
-33% -$380 ﹤0.01% 927
2024
Q4 		$1.07K Sell
15
-5
-25% -$378 ﹤0.01% 933
2024
Q3 		$1.51K Buy
20
+15
+300% +$1.14K ﹤0.01% 859
2024
Q2 		$371 Hold
5
– – ﹤0.01% 1008
2024
Q1 		$483 Hold
5
– – ﹤0.01% 985
2023
Q4 		$437 Hold
5
– – ﹤0.01% 943
2023
Q3 		$367 Hold
5
– – ﹤0.01% 966
2023
Q2 		$445 Hold
5
– – ﹤0.01% 1013
2023
Q1 		$344 Sell
5
-396
-99% -$29.2K ﹤0.01% 1033
2022
Q4 		$31K Hold
401
– – 0.01% 422
2022
Q3 		$28K Sell
401
-407
-50% -$28.3K 0.01% 401
2022
Q2 		$49K Buy
808
+81
+11% +$4.91K 0.01% 331
2022
Q1 		$48K Sell
727
-231
-24% -$15.3K 0.01% 356
2021
Q4 		$76K Buy
958
+113
+13% +$9.48K 0.02% 303
2021
Q3 		$73K Buy
845
+195
+30% +$16.9K 0.02% 283
2021
Q2 		$54K Buy
650
+210
+48% +$18.2K 0.01% 355
2021
Q1 		$36K Hold
440
– – 0.01% 414
2020
Q4 		$41K Sell
440
-120
-21% -$10.5K 0.01% 368
2020
Q3 		$48K Buy
+560
New +$44.6K 0.02% 289

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's CSGP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of CoStar Group (CSGP) in Q2 2025, closing a stake of 10 shares — an estimated $792 sold.

Carolinas Wealth Consulting first reported a position in CSGP in Q3 2020 and held it in 19 quarters. The position peaked at $76K in Q4 2021. 873 funds tracked by Wall St. Rank hold CSGP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining CoStar Group position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10 CoStar Group shares in Q2 2025, an estimated $792.
  • Carolinas Wealth Consulting first reported a position in CoStar Group in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's CoStar Group position peaked at $76K in Q4 2021.
  • 873 funds tracked by Wall St. Rank held CoStar Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.