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AMJ Financial Wealth Management’s Zillow ZG Stock Holding History

AMJ Financial Wealth Management’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
2021
Q3 		– Sell
-2,344
Closed -$287K – 107
2021
Q2 		$287K Sell
2,344
-31,143
-93% -$3.85M 0.12% 80
2021
Q1 		$4.4M Sell
33,487
-4,815
-13% -$743K 2.13% 24
2020
Q4 		$5.21M Sell
38,302
-18,862
-33% -$2.13M 2.66% 15
2020
Q3 		$5.8M Buy
57,164
+754
+1% +$58.7K 3.42% 7
2020
Q2 		$3.24M Buy
+56,410
New +$2.78M 2.21% 27

Other funds holding ZG

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AMJ Financial Wealth Management's ZG Position: Q3 2021 in Review

AMJ Financial Wealth Management sold out of Zillow (ZG) in Q3 2021, closing a stake of 2,344 shares — an estimated $287K sold.

AMJ Financial Wealth Management first reported a position in ZG in Q2 2020 and held it in 5 quarters. The position peaked at $5.8M in Q3 2020. 318 funds tracked by Wall St. Rank hold ZG as of Q3 2021.

  • AMJ Financial Wealth Management reported no remaining Zillow position as of Q3 2021 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 2,344 Zillow shares in Q3 2021, an estimated $287K.
  • AMJ Financial Wealth Management first reported a position in Zillow in Q2 2020 and held it in 5 quarters.
  • AMJ Financial Wealth Management's Zillow position peaked at $5.8M in Q3 2020.
  • 318 funds tracked by Wall St. Rank held Zillow as of Q3 2021.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.