DWS
CSGP icon

Dynamic Wealth Strategies’s CoStar Group CSGP Stock Holding History

Dynamic Wealth Strategies’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 		– Sell
-204
Closed -$13.7K – 289
2025
Q4 		$13.7K Buy
204
+4
+2% +$283 0.01% 194
2025
Q3 		$16.9K Hold
200
– – 0.01% 178
2025
Q2 		$16.1K Sell
200
-185
-48% -$14.4K 0.01% 175
2025
Q1 		$30.5K Buy
+385
New +$29.3K 0.03% 157
2024
Q4 		– Sell
-210
Closed -$16K – 104
2024
Q3 		$16K Buy
210
+127
+153% +$9.63K 0.01% 176
2024
Q2 		$6K Hold
83
– – 0.01% 215
2024
Q1 		$8K Sell
83
-25
-23% -$2.15K 0.01% 206
2023
Q4 		$9.44K Buy
+108
New +$8.74K 0.01% 202

Other funds holding CSGP

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return