Wealthcare Capital Management’s CoStar Group CSGP Stock Holding History

Wealthcare Capital Management’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 Q2	–	Sell	-50	Closed	-$4K	–	200
2021 Q1	$4K	Buy	+50	New	+$4.32K	﹤0.01%	410
2020 Q1	–	Sell	-30	Closed	-$2K	–	339
2019 Q4	$2K	Buy	+30	New	+$1.75K	﹤0.01%	425
2015 Q2	–	Sell	-390	Closed	-$8K	–	486
2015 Q1	$8K	Buy	+390	New	+$7.36K	﹤0.01%	528

Other funds holding CSGP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wealthcare Capital Management's CSGP Position: Q2 2021 in Review

Wealthcare Capital Management sold out of CoStar Group (CSGP) in Q2 2021, closing a stake of 50 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in CSGP in Q1 2015 and held it in 3 quarters. The position peaked at $8K in Q1 2015. 605 funds tracked by Wall St. Rank hold CSGP as of Q2 2021.

Wealthcare Capital Management reported no remaining CoStar Group position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 50 CoStar Group shares in Q2 2021, an estimated $4K.
Wealthcare Capital Management first reported a position in CoStar Group in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's CoStar Group position peaked at $8K in Q1 2015.
605 funds tracked by Wall St. Rank held CoStar Group as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.