TWA
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TCI Wealth Advisors’s CoStar Group CSGP Stock Holding History

TCI 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
2023
Q2 		– Sell
-280
Closed -$19.3K – 667
2023
Q1 		$19.3K Sell
280
-1
-0.4% -$74 ﹤0.01% 726
2022
Q4 		$21.7K Hold
281
– – ﹤0.01% 663
2022
Q3 		$20K Buy
281
+7
+3% +$486 ﹤0.01% 652
2022
Q2 		$17K Hold
274
– – ﹤0.01% 700
2022
Q1 		$18K Buy
274
+272
+13,600% +$18.1K ﹤0.01% 733
2021
Q4 		$0 Sell
2
-180
-99% -$15.1K ﹤0.01% 2333
2021
Q3 		$16K Buy
182
+2
+1% +$173 ﹤0.01% 780
2021
Q2 		$15K Buy
180
+90
+100% +$7.78K ﹤0.01% 704
2021
Q1 		$7K Buy
+90
New +$7.77K ﹤0.01% 1041

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return