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SYSTM Wealth Solutions’s CoStar Group CSGP Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-39,979
Closed -$2.96M – 216
2024
Q2 		$2.96M Buy
39,979
+7,598
+23% +$644K 0.66% 54
2024
Q1 		$3.13M Buy
32,381
+2,974
+10% +$256K 0.4% 71
2023
Q4 		$2.57M Buy
29,407
+3,237
+12% +$262K 0.36% 79
2023
Q3 		$2.01M Buy
26,170
+2,718
+12% +$225K 0.31% 88
2023
Q2 		$2.09M Buy
23,452
+1,848
+9% +$143K 0.28% 95
2023
Q1 		$1.49M Sell
21,604
-22,625
-51% -$1.67M 0.23% 115
2022
Q4 		$3.42M Buy
+44,229
New +$3.46M 0.43% 64

Other funds holding CSGP

Vanguard Group
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SYSTM Wealth Solutions's CSGP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of CoStar Group (CSGP) in Q3 2024, closing a stake of 39,979 shares — an estimated $2.96M sold.

SYSTM Wealth Solutions first reported a position in CSGP in Q4 2022 and held it in 7 quarters. The position peaked at $3.42M in Q4 2022. 769 funds tracked by Wall St. Rank hold CSGP as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining CoStar Group position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 39,979 CoStar Group shares in Q3 2024, an estimated $2.96M.
  • SYSTM Wealth Solutions first reported a position in CoStar Group in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's CoStar Group position peaked at $3.42M in Q4 2022.
  • 769 funds tracked by Wall St. Rank held CoStar Group as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.