Alta Wealth Advisors’s Zillow Z Stock Holding History

Alta Wealth Advisors’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	-8,111	Closed	-$715K	–	158
2021 Q3	$715K	Buy	8,111 +2,994	+59%	+$303K	0.52%	65
2021 Q2	$625K	Buy	5,117 +200	+4%	+$24.3K	0.46%	84
2021 Q1	$637K	Buy	4,917 +871	+22%	+$129K	0.53%	72
2020 Q4	$525K	Buy	+4,046	New	+$448K	0.44%	80

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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

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

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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Alta Wealth Advisors's Z Position: Q4 2021 in Review

Alta Wealth Advisors sold out of Zillow (Z) in Q4 2021, closing a stake of 8,111 shares — an estimated $715K sold.

Alta Wealth Advisors first reported a position in Z in Q4 2020 and held it in 4 quarters. The position peaked at $715K in Q3 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

Alta Wealth Advisors reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
Alta Wealth Advisors sold 8,111 Zillow shares in Q4 2021, an estimated $715K.
Alta Wealth Advisors first reported a position in Zillow in Q4 2020 and held it in 4 quarters.
Alta Wealth Advisors's Zillow position peaked at $715K in Q3 2021.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Alta Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.