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Insight Wealth Strategies’s CoStar Group CSGP Stock Holding History

Insight 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
2025
Q1 		– Sell
-51,815
Closed -$3.71M – 159
2024
Q4 		$3.71M Buy
51,815
+1,632
+3% +$123K 0.5% 67
2024
Q3 		$3.79M Buy
+50,183
New +$3.81M 0.5% 56
2022
Q4 		– Sell
-17,539
Closed -$1.06M – 138
2022
Q3 		$1.06M Hold
17,539
– – 0.2% 92
2022
Q2 		$1.06M Sell
17,539
-197
-1% -$11.9K 0.2% 92
2022
Q1 		$1.18M Buy
17,736
+1,196
+7% +$79.4K 0.17% 95
2021
Q4 		$1.31M Buy
16,540
+1,106
+7% +$92.8K 0.19% 84
2021
Q3 		$1.33M Buy
15,434
+696
+5% +$60.2K 0.19% 77
2021
Q2 		$1.22M Sell
14,738
-2,032
-12% -$176K 0.17% 76
2021
Q1 		$1.38M Buy
16,770
+2,230
+15% +$193K 0.18% 78
2020
Q4 		$1.34M Buy
14,540
+330
+2% +$28.9K 0.23% 63
2020
Q3 		$1.21M Buy
14,210
+3,690
+35% +$294K 0.22% 52
2020
Q2 		$748K Buy
10,520
+1,440
+16% +$93.1K 0.17% 60
2020
Q1 		$533K Sell
9,080
-12,620
-58% -$823K 0.14% 71
2019
Q4 		$1.3M Buy
21,700
+200
+0.9% +$11.7K 0.27% 66
2019
Q3 		$1.27M Buy
21,500
+15,170
+240% +$908K 0.3% 62
2019
Q2 		$351K Buy
+6,330
New +$324K 0.09% 130

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $6.12B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return