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Triad Wealth Partners’s CoStar Group CSGP Stock Holding History

Triad 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
Q3 		– Sell
-1,609
Closed -$119K – 232
2024
Q2 		$119K Buy
+1,609
New +$136K 0.06% 138

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BAMCO Inc
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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

Triad Wealth Partners's CSGP Position: Q3 2024 in Review

Triad Wealth Partners sold out of CoStar Group (CSGP) in Q3 2024, closing a stake of 1,609 shares — an estimated $119K sold.

Triad Wealth Partners first reported a position in CSGP in Q2 2024 and held it in 1 quarter. The position peaked at $119K in Q2 2024. 769 funds tracked by Wall St. Rank hold CSGP as of Q3 2024.

  • Triad Wealth Partners reported no remaining CoStar Group position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,609 CoStar Group shares in Q3 2024, an estimated $119K.
  • Triad Wealth Partners first reported a position in CoStar Group in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's CoStar Group position peaked at $119K in Q2 2024.
  • 769 funds tracked by Wall St. Rank held CoStar Group as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.