AWM
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AE Wealth Management’s Zillow Z Stock Holding History

AE 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
2021
Q4 		– Sell
-16,111
Closed -$1.42M – 1806
2021
Q3 		$1.42M Buy
+16,111
New +$1.63M 0.01% 765
2020
Q2 		– Sell
-11,183
Closed -$403K – 1353
2020
Q1 		$403K Buy
+11,183
New +$517K 0.01% 755

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

AE Wealth Management's Z Position: Q4 2021 in Review

AE Wealth Management sold out of Zillow (Z) in Q4 2021, closing a stake of 16,111 shares — an estimated $1.42M sold.

AE Wealth Management first reported a position in Z in Q1 2020 and held it in 2 quarters. The position peaked at $1.42M in Q3 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

  • AE Wealth Management reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
  • AE Wealth Management sold 16,111 Zillow shares in Q4 2021, an estimated $1.42M.
  • AE Wealth Management first reported a position in Zillow in Q1 2020 and held it in 2 quarters.
  • AE Wealth Management's Zillow position peaked at $1.42M in Q3 2021.
  • 470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on AE Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.