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WR Wealth Planners’s CoStar Group CSGP Stock Holding History

WR Wealth Planners’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 		$2.43K Sell
34
-14
-29% -$1.06K ﹤0.01% 822
2024
Q3 		$3.62K Buy
48
+22
+85% +$1.67K ﹤0.01% 794
2024
Q2 		$1.93K Buy
26
+9
+53% +$763 ﹤0.01% 897
2024
Q1 		$1.64K Buy
+17
New +$1.46K ﹤0.01% 903

Other funds holding CSGP

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
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 $6.13B 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

WR Wealth Planners's CSGP Position: Q4 2024 in Review

WR Wealth Planners reduced its CoStar Group (CSGP) stake by 29% in Q4 2024, selling an estimated $1.06K and leaving 34 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

WR Wealth Planners first reported a position in CSGP in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.62K in Q3 2024. 804 funds tracked by Wall St. Rank hold CSGP as of Q4 2024.

  • WR Wealth Planners held 34 shares of CoStar Group worth $2.43K as of Q4 2024.
  • WR Wealth Planners sold 14 CoStar Group shares in Q4 2024, an estimated $1.06K.
  • CoStar Group made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #822 holding.
  • WR Wealth Planners first reported a position in CoStar Group in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's CoStar Group position peaked at $3.62K in Q3 2024.
  • 804 funds tracked by Wall St. Rank held CoStar Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.