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Accretive Wealth Partners’s Zillow Z Stock Holding History

Accretive Wealth Partners’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
-15,150
Closed -$616K – 136
2024
Q1 		$616K Buy
15,150
+173
+1% +$9.42K 0.27% 101
2023
Q4 		$867K Buy
14,977
+616
+4% +$27.1K 0.42% 85
2023
Q3 		$663K Buy
14,361
+546
+4% +$28.1K 0.4% 80
2023
Q2 		$694K Buy
13,815
+775
+6% +$35.6K 0.41% 79
2023
Q1 		$580K Buy
13,040
+18
+0.1% +$765 0.37% 83
2022
Q4 		$419K Buy
13,022
+719
+6% +$23.8K 0.29% 87
2022
Q3 		$352K Buy
12,303
+1,896
+18% +$65.8K 0.27% 92
2022
Q2 		$330K Sell
10,407
-729
-7% -$29.3K 0.24% 93
2022
Q1 		$549K Buy
+11,136
New +$599K 0.34% 88
2021
Q4 		– Sell
-10,177
Closed -$897K – 114
2021
Q3 		$897K Buy
+10,177
New +$1.03M 0.63% 66

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 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 $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Accretive Wealth Partners's Z Position: Q2 2024 in Review

Accretive Wealth Partners sold out of Zillow (Z) in Q2 2024, closing a stake of 15,150 shares — an estimated $616K sold.

Accretive Wealth Partners first reported a position in Z in Q3 2021 and held it in 10 quarters. The position peaked at $897K in Q3 2021. 424 funds tracked by Wall St. Rank hold Z as of Q2 2024.

  • Accretive Wealth Partners reported no remaining Zillow position as of Q2 2024 after selling out during the quarter.
  • Accretive Wealth Partners sold 15,150 Zillow shares in Q2 2024, an estimated $616K.
  • Accretive Wealth Partners first reported a position in Zillow in Q3 2021 and held it in 10 quarters.
  • Accretive Wealth Partners's Zillow position peaked at $897K in Q3 2021.
  • 424 funds tracked by Wall St. Rank held Zillow as of Q2 2024.

Based on Accretive Wealth Partners's 13F filing for Q2 2024, filed 5 Aug 2024.