CWP
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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

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BlackRock
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BAMCO Inc
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return