JFS Wealth Advisors’s CoStar Group CSGP Stock Holding History

JFS Wealth Advisors’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 Q2	$29	Sell	1 -29	-97%	-$997	﹤0.01%	2237
2026 Q1	$1.21K	Sell	30 -88	-75%	-$4.58K	﹤0.01%	1634
2025 Q4	$7.93K	Buy	118 +15	+15%	+$1.06K	﹤0.01%	1059
2025 Q3	$8.69K	Hold	103	–	–	﹤0.01%	940
2025 Q2	$8.28K	Sell	103 -12	-10%	-$935	﹤0.01%	922
2025 Q1	$9.11K	Buy	115 +8	+7%	+$609	﹤0.01%	908
2024 Q4	$7.66K	Sell	107 -7	-6%	-$529	﹤0.01%	952
2024 Q3	$8.6K	Buy	114 +4	+4%	+$303	﹤0.01%	908
2024 Q2	$8.16K	Hold	110	–	–	﹤0.01%	860
2024 Q1	$10.6K	Hold	110	–	–	﹤0.01%	797
2023 Q4	$9.61K	Buy	110 +10	+10%	+$809	﹤0.01%	785
2023 Q3	$7.69K	Buy	100 +1	+1%	+$83	﹤0.01%	816
2023 Q2	$8.81K	Hold	99	–	–	﹤0.01%	767
2023 Q1	$6.82K	Sell	99 -5	-5%	-$369	﹤0.01%	873
2022 Q4	$8.04K	Buy	104 +4	+4%	+$313	﹤0.01%	794
2022 Q3	$7K	Buy	100 +48	+92%	+$3.33K	﹤0.01%	850
2022 Q2	$3K	Sell	52 -29	-36%	-$1.76K	﹤0.01%	1164
2022 Q1	$5K	Buy	+81	New	+$5.38K	﹤0.01%	1026
2020 Q1	–	Sell	-20	Closed	-$1K	–	507
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	471
2019 Q3	$1K	Buy	+20	New	+$1.2K	﹤0.01%	464

Other funds holding CSGP

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM