WPWM
CSGP icon

Western Pacific Wealth Management’s CoStar Group CSGP Stock Holding History

Western Pacific Wealth 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
2024
Q4 		– Sell
-500
Closed -$37.7K – 223
2024
Q3 		$37.7K Sell
500
-1
-0.2% -$76 0.03% 178
2024
Q2 		$37.1K Sell
501
-253
-34% -$21.4K 0.03% 158
2024
Q1 		$72.8K Sell
754
-158
-17% -$13.6K 0.05% 122
2023
Q4 		$79.7K Hold
912
– – 0.06% 112
2023
Q3 		$70.1K Sell
912
-449
-33% -$37.2K 0.06% 110
2023
Q2 		$121K Hold
1,361
– – 0.09% 69
2023
Q1 		$93.7K Sell
1,361
-497
-27% -$36.7K 0.07% 84
2022
Q4 		$144K Buy
1,858
+546
+42% +$42.7K 0.12% 52
2022
Q3 		$91K Buy
1,312
+1,287
+5,148% +$89.3K 0.09% 58
2022
Q2 		$1K Buy
25
+11
+79% +$666 ﹤0.01% 182
2022
Q1 		$0 Buy
14
+8
+133% +$531 ﹤0.01% 224
2021
Q4 		$0 Buy
+6
New +$503 ﹤0.01% 225

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return