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Optimum Investment Advisors’s CoStar Group CSGP Stock Holding History

Optimum Investment 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
2021
Q4 		– Sell
-83
Closed -$7K – 837
2021
Q3 		$7K Buy
+83
New +$7.17K ﹤0.01% 710
2019
Q2 		– Sell
-250
Closed -$12K – 951
2019
Q1 		$12K Hold
250
– – ﹤0.01% 770
2018
Q4 		$8K Hold
250
– – ﹤0.01% 784
2018
Q3 		$11K Hold
250
– – ﹤0.01% 825
2018
Q2 		$10K Hold
250
– – ﹤0.01% 838
2018
Q1 		$9K Buy
+250
New +$8.62K ﹤0.01% 830

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

Optimum Investment Advisors's CSGP Position: Q4 2021 in Review

Optimum Investment Advisors sold out of CoStar Group (CSGP) in Q4 2021, closing a stake of 83 shares — an estimated $7K sold.

Optimum Investment Advisors first reported a position in CSGP in Q1 2018 and held it in 6 quarters. The position peaked at $12K in Q1 2019. 632 funds tracked by Wall St. Rank hold CSGP as of Q4 2021.

  • Optimum Investment Advisors reported no remaining CoStar Group position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 83 CoStar Group shares in Q4 2021, an estimated $7K.
  • Optimum Investment Advisors first reported a position in CoStar Group in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's CoStar Group position peaked at $12K in Q1 2019.
  • 632 funds tracked by Wall St. Rank held CoStar Group as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.