WJWM
CSGP icon

Williams Jones Wealth Management’s CoStar Group CSGP Stock Holding History

Williams Jones 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
2021
Q1 		– Sell
-2,350
Closed -$217K – 500
2020
Q4 		$217K Buy
+2,350
New +$206K ﹤0.01% 423

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Williams Jones Wealth Management's CSGP Position: Q1 2021 in Review

Williams Jones Wealth Management sold out of CoStar Group (CSGP) in Q1 2021, closing a stake of 2,350 shares — an estimated $217K sold.

Williams Jones Wealth Management first reported a position in CSGP in Q4 2020 and held it in 1 quarter. The position peaked at $217K in Q4 2020. 592 funds tracked by Wall St. Rank hold CSGP as of Q1 2021.

  • Williams Jones Wealth Management reported no remaining CoStar Group position as of Q1 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 2,350 CoStar Group shares in Q1 2021, an estimated $217K.
  • Williams Jones Wealth Management first reported a position in CoStar Group in Q4 2020 and held it in 1 quarter.
  • Williams Jones Wealth Management's CoStar Group position peaked at $217K in Q4 2020.
  • 592 funds tracked by Wall St. Rank held CoStar Group as of Q1 2021.

Based on Williams Jones Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.