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Pacific Capital Wealth Advisors’s CoStar Group CSGP Stock Holding History

Pacific Capital 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
2024
Q4 		– Sell
-9
Closed -$679 – 424
2024
Q3 		$679 Buy
+9
New +$683 ﹤0.01% 443

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Pacific Capital Wealth Advisors's CSGP Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of CoStar Group (CSGP) in Q4 2024, closing a stake of 9 shares — an estimated $679 sold.

Pacific Capital Wealth Advisors first reported a position in CSGP in Q3 2024 and held it in 1 quarter. The position peaked at $679 in Q3 2024. 806 funds tracked by Wall St. Rank hold CSGP as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining CoStar Group position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 9 CoStar Group shares in Q4 2024, an estimated $679.
  • Pacific Capital Wealth Advisors first reported a position in CoStar Group in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's CoStar Group position peaked at $679 in Q3 2024.
  • 806 funds tracked by Wall St. Rank held CoStar Group as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.