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Advisory Resource Group’s Zillow ZG Stock Holding History

Advisory Resource Group’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,454
Closed -$366K – 165
2023
Q4 		$366K Hold
6,454
– – 0.09% 123
2023
Q3 		$289K Sell
6,454
-101
-2% -$5.07K 0.08% 132
2023
Q2 		$323K Hold
6,555
– – 0.09% 126
2023
Q1 		$286K Buy
6,555
+37
+0.6% +$1.54K 0.08% 131
2022
Q4 		$203K Sell
6,518
-957
-13% -$31.3K 0.06% 142
2022
Q3 		$214K Hold
7,475
– – 0.07% 123
2022
Q2 		$238K Sell
7,475
-650
-8% -$25.7K 0.08% 118
2022
Q1 		$392K Buy
8,125
+168
+2% +$8.88K 0.12% 95
2021
Q4 		$397K Buy
7,957
+4,079
+105% +$293K 0.13% 83
2021
Q3 		$344K Buy
3,878
+1,014
+35% +$103K 0.13% 92
2021
Q2 		$351K Buy
2,864
+1,241
+76% +$153K 0.14% 86
2021
Q1 		$213K Sell
1,623
-184
-10% -$28.4K 0.1% 101
2020
Q4 		$246K Sell
1,807
-345
-16% -$38.9K 0.12% 85
2020
Q3 		$219K Buy
+2,152
New +$168K 0.13% 86

Other funds holding ZG

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisory Resource Group's ZG Position: Q1 2024 in Review

Advisory Resource Group sold out of Zillow (ZG) in Q1 2024, closing a stake of 6,454 shares — an estimated $366K sold.

Advisory Resource Group first reported a position in ZG in Q3 2020 and held it in 14 quarters. The position peaked at $397K in Q4 2021. 257 funds tracked by Wall St. Rank hold ZG as of Q1 2024.

  • Advisory Resource Group reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
  • Advisory Resource Group sold 6,454 Zillow shares in Q1 2024, an estimated $366K.
  • Advisory Resource Group first reported a position in Zillow in Q3 2020 and held it in 14 quarters.
  • Advisory Resource Group's Zillow position peaked at $397K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on Advisory Resource Group's 13F filing for Q1 2024, filed 17 May 2024.