AWM
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Abound Wealth Management’s Zillow Z Stock Holding History

Abound 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
Q2 		– Sell
-2
Closed -$98 – 1326
2024
Q1 		$98 Hold
2
– – ﹤0.01% 1271
2023
Q4 		$116 Hold
2
– – ﹤0.01% 1289
2023
Q3 		$93 Hold
2
– – ﹤0.01% 1148
2023
Q2 		$101 Buy
+2
New +$92 ﹤0.01% 1175

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Abound Wealth Management's Z Position: Q2 2024 in Review

Abound Wealth Management sold out of Zillow (Z) in Q2 2024, closing a stake of 2 shares — an estimated $98 sold.

Abound Wealth Management first reported a position in Z in Q2 2023 and held it in 4 quarters. The position peaked at $116 in Q4 2023. 425 funds tracked by Wall St. Rank hold Z as of Q2 2024.

  • Abound Wealth Management reported no remaining Zillow position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 2 Zillow shares in Q2 2024, an estimated $98.
  • Abound Wealth Management first reported a position in Zillow in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Zillow position peaked at $116 in Q4 2023.
  • 425 funds tracked by Wall St. Rank held Zillow as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.