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Congress Wealth Management’s CoStar Group CSGP Stock Holding History

Congress Wealth Management’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
2022
Q2 		– Sell
-4,700
Closed -$313K – 561
2022
Q1 		$313K Hold
4,700
– – 0.01% 508
2021
Q4 		$371K Buy
+4,700
New +$394K 0.01% 500

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BAMCO Inc
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Congress Wealth Management's CSGP Position: Q2 2022 in Review

Congress Wealth Management sold out of CoStar Group (CSGP) in Q2 2022, closing a stake of 4,700 shares — an estimated $313K sold.

Congress Wealth Management first reported a position in CSGP in Q4 2021 and held it in 2 quarters. The position peaked at $371K in Q4 2021. 589 funds tracked by Wall St. Rank hold CSGP as of Q2 2022.

  • Congress Wealth Management reported no remaining CoStar Group position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 4,700 CoStar Group shares in Q2 2022, an estimated $313K.
  • Congress Wealth Management first reported a position in CoStar Group in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's CoStar Group position peaked at $371K in Q4 2021.
  • 589 funds tracked by Wall St. Rank held CoStar Group as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.