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WealthPlan Investment Management’s CoStar Group CSGP Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-110
Closed -$7.57K – 392
2023
Q1 		$7.57K Buy
+110
New +$8.12K ﹤0.01% 339

Other funds holding CSGP

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

WealthPlan Investment Management's CSGP Position: Q2 2023 in Review

WealthPlan Investment Management sold out of CoStar Group (CSGP) in Q2 2023, closing a stake of 110 shares — an estimated $7.57K sold.

WealthPlan Investment Management first reported a position in CSGP in Q1 2023 and held it in 1 quarter. The position peaked at $7.57K in Q1 2023. 713 funds tracked by Wall St. Rank hold CSGP as of Q2 2023.

  • WealthPlan Investment Management reported no remaining CoStar Group position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 110 CoStar Group shares in Q2 2023, an estimated $7.57K.
  • WealthPlan Investment Management first reported a position in CoStar Group in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's CoStar Group position peaked at $7.57K in Q1 2023.
  • 713 funds tracked by Wall St. Rank held CoStar Group as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.