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Modera Wealth Management’s CoStar Group CSGP Stock Holding History

Modera 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
Q1 		– Sell
-3,338
Closed -$264K – 409
2021
Q4 		$264K Buy
+3,338
New +$280K 0.01% 457

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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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Modera Wealth Management's CSGP Position: Q1 2022 in Review

Modera Wealth Management sold out of CoStar Group (CSGP) in Q1 2022, closing a stake of 3,338 shares — an estimated $264K sold.

Modera Wealth Management first reported a position in CSGP in Q4 2021 and held it in 1 quarter. The position peaked at $264K in Q4 2021. 588 funds tracked by Wall St. Rank hold CSGP as of Q1 2022.

  • Modera Wealth Management reported no remaining CoStar Group position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 3,338 CoStar Group shares in Q1 2022, an estimated $264K.
  • Modera Wealth Management first reported a position in CoStar Group in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's CoStar Group position peaked at $264K in Q4 2021.
  • 588 funds tracked by Wall St. Rank held CoStar Group as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.