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Regent Peak Wealth Advisors’s CoStar Group CSGP Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-370
Closed -$34K – 328
2020
Q4 		$34K Buy
+370
New +$32.4K 0.01% 358

Other funds holding CSGP

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Regent Peak Wealth Advisors's CSGP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of CoStar Group (CSGP) in Q1 2021, closing a stake of 370 shares — an estimated $34K sold.

Regent Peak Wealth Advisors first reported a position in CSGP in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 592 funds tracked by Wall St. Rank hold CSGP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining CoStar Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 370 CoStar Group shares in Q1 2021, an estimated $34K.
  • Regent Peak Wealth Advisors first reported a position in CoStar Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's CoStar Group position peaked at $34K in Q4 2020.
  • 592 funds tracked by Wall St. Rank held CoStar Group as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.