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Liberty Wealth Management’s CoStar Group CSGP Stock Holding History

Liberty 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
2021
Q4 		– Sell
-343
Closed -$29K – 356
2021
Q3 		$29K Buy
343
+283
+472% +$24.5K 0.01% 545
2021
Q2 		$5K Buy
60
+20
+50% +$1.73K ﹤0.01% 779
2021
Q1 		$3K Hold
40
– – ﹤0.01% 762
2020
Q4 		$3K Sell
40
-10
-20% -$877 ﹤0.01% 758
2020
Q3 		$4K Buy
+50
New +$3.98K ﹤0.01% 649

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Liberty Wealth Management's CSGP Position: Q4 2021 in Review

Liberty Wealth Management sold out of CoStar Group (CSGP) in Q4 2021, closing a stake of 343 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in CSGP in Q3 2020 and held it in 5 quarters. The position peaked at $29K in Q3 2021. 632 funds tracked by Wall St. Rank hold CSGP as of Q4 2021.

  • Liberty Wealth Management reported no remaining CoStar Group position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 343 CoStar Group shares in Q4 2021, an estimated $29K.
  • Liberty Wealth Management first reported a position in CoStar Group in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's CoStar Group position peaked at $29K in Q3 2021.
  • 632 funds tracked by Wall St. Rank held CoStar Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.