CFM Wealth Partners’s CoStar Group CSGP Stock Holding History

CFM Wealth Partners’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
2021 Q4	–	Sell	-4,540	Closed	-$390K	–	183
2021 Q3	$390K	Hold	4,540	–	–	0.1%	126
2021 Q2	$376K	Hold	4,540	–	–	0.1%	117
2021 Q1	$373K	Sell	4,540 -360	-7%	-$31.1K	0.11%	110
2020 Q4	$453K	Sell	4,900 -100	-2%	-$8.77K	0.14%	90
2020 Q3	$424K	Hold	5,000	–	–	0.15%	95
2020 Q2	$355K	Sell	5,000 -340	-6%	-$22K	0.13%	103
2020 Q1	$314K	Hold	5,340	–	–	0.15%	100
2019 Q4	$348K	Buy	+5,340	New	+$312K	0.13%	106

Other funds holding CSGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CFM Wealth Partners's CSGP Position: Q4 2021 in Review

CFM Wealth Partners sold out of CoStar Group (CSGP) in Q4 2021, closing a stake of 4,540 shares — an estimated $390K sold.

CFM Wealth Partners first reported a position in CSGP in Q4 2019 and held it in 8 quarters. The position peaked at $453K in Q4 2020. 632 funds tracked by Wall St. Rank hold CSGP as of Q4 2021.

CFM Wealth Partners reported no remaining CoStar Group position as of Q4 2021 after selling out during the quarter.
CFM Wealth Partners sold 4,540 CoStar Group shares in Q4 2021, an estimated $390K.
CFM Wealth Partners first reported a position in CoStar Group in Q4 2019 and held it in 8 quarters.
CFM Wealth Partners's CoStar Group position peaked at $453K in Q4 2020.
632 funds tracked by Wall St. Rank held CoStar Group as of Q4 2021.

Based on CFM Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.