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Wealthspire Advisors (Maryland)’s CoStar Group CSGP Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$309K Buy
3,650
+800
+28% +$63.8K 0.01% 339
2020
Q2 		$203K Buy
+2,850
New +$184K 0.01% 420
2019
Q2 		– Sell
-3,150
Closed -$147K – 799
2019
Q1 		$147K Sell
3,150
-250
-7% -$10.3K 0.01% 517
2018
Q4 		$115K Sell
3,400
-80
-2% -$2.92K 0.01% 559
2018
Q3 		$146K Sell
3,480
-30
-0.9% -$1.28K 0.01% 547
2018
Q2 		$145K Sell
3,510
-40
-1% -$1.54K 0.01% 569
2018
Q1 		$129K Sell
3,550
-310
-8% -$10.7K 0.01% 611
2017
Q4 		$115K Sell
3,860
-560
-13% -$16.4K 0.01% 656
2017
Q3 		$119K Sell
4,420
-120
-3% -$3.33K 0.01% 640
2017
Q2 		$120K Sell
4,540
-10
-0.2% -$243 0.01% 619
2017
Q1 		$94K Buy
4,550
+290
+7% +$5.89K 0.01% 620
2016
Q4 		$80K Sell
4,260
-830
-16% -$16.3K 0.01% 651
2016
Q3 		$110K Sell
5,090
-50
-1% -$1.06K 0.02% 541
2016
Q2 		$112K Buy
5,140
+780
+18% +$15.4K 0.02% 509
2016
Q1 		$82K Sell
4,360
-370
-8% -$6.55K 0.01% 571
2015
Q4 		$98K Buy
+4,730
New +$94.1K 0.02% 527

Other funds holding CSGP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CSGP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its CoStar Group (CSGP) stake by 28% in Q3 2020, buying an estimated $63.8K and bringing the position to 3,650 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #339.

Wealthspire Advisors (Maryland) first reported a position in CSGP in Q4 2015 and has held it in 16 quarters since. 573 funds tracked by Wall St. Rank hold CSGP as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,650 shares of CoStar Group worth $309K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 800 CoStar Group shares in Q3 2020, an estimated $63.8K.
  • CoStar Group made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #339 holding.
  • Wealthspire Advisors (Maryland) first reported a position in CoStar Group in Q4 2015 and has held it in 16 quarters since.
  • 573 funds tracked by Wall St. Rank held CoStar Group as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.