Able Wealth Management’s Zillow Z Stock Holding History

Able Wealth Management’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-82	Closed	-$4.75K	–	593
2023 Q4	$4.75K	Buy	+82	New	+$3.61K	﹤0.01%	351

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Able Wealth Management's Z Position: Q1 2024 in Review

Able Wealth Management sold out of Zillow (Z) in Q1 2024, closing a stake of 82 shares — an estimated $4.75K sold.

Able Wealth Management first reported a position in Z in Q4 2023 and held it in 1 quarter. The position peaked at $4.75K in Q4 2023. 434 funds tracked by Wall St. Rank hold Z as of Q1 2024.

Able Wealth Management reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 82 Zillow shares in Q1 2024, an estimated $4.75K.
Able Wealth Management first reported a position in Zillow in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Zillow position peaked at $4.75K in Q4 2023.
434 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.