TFO Wealth Partners’s CoStar Group CSGP Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-4	Closed	-$386	–	222
2024 Q1	$386	Hold	4	–	–	﹤0.01%	324
2023 Q4	$350	Sell	4 -3	-43%	-$243	﹤0.01%	457
2023 Q3	$623	Buy	7 +3	+75%	+$249	﹤0.01%	394
2023 Q2	$356	Hold	4	–	–	﹤0.01%	364
2023 Q1	$275	Sell	4 -78	-95%	-$5.75K	﹤0.01%	399
2022 Q4	$37.4K	Buy	+82	New	+$6.41K	0.01%	60

Other funds holding CSGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

TFO Wealth Partners's CSGP Position: Q2 2024 in Review

TFO Wealth Partners sold out of CoStar Group (CSGP) in Q2 2024, closing a stake of 4 shares — an estimated $386 sold.

TFO Wealth Partners first reported a position in CSGP in Q4 2022 and held it in 6 quarters. The position peaked at $37.4K in Q4 2022. 766 funds tracked by Wall St. Rank hold CSGP as of Q2 2024.

TFO Wealth Partners reported no remaining CoStar Group position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 4 CoStar Group shares in Q2 2024, an estimated $386.
TFO Wealth Partners first reported a position in CoStar Group in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's CoStar Group position peaked at $37.4K in Q4 2022.
766 funds tracked by Wall St. Rank held CoStar Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.