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Wetzel Investment Advisors’s CoStar Group CSGP Stock Holding History

Wetzel Investment Advisors’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
-30
Closed -$2.9K – 277
2024
Q2 		$2.9K Hold
30
– – ﹤0.01% 688
2024
Q1 		$2.52K Hold
30
– – ﹤0.01% 804
2023
Q4 		$3K Buy
+30
New +$2.43K ﹤0.01% 772

Other funds holding CSGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wetzel Investment Advisors's CSGP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of CoStar Group (CSGP) in Q3 2024, closing a stake of 30 shares — an estimated $2.9K sold.

Wetzel Investment Advisors first reported a position in CSGP in Q4 2023 and held it in 3 quarters. The position peaked at $3K in Q4 2023. 771 funds tracked by Wall St. Rank hold CSGP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining CoStar Group position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 30 CoStar Group shares in Q3 2024, an estimated $2.9K.
  • Wetzel Investment Advisors first reported a position in CoStar Group in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's CoStar Group position peaked at $3K in Q4 2023.
  • 771 funds tracked by Wall St. Rank held CoStar Group as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.