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Annis Gardner Whiting Capital Advisors’s Zillow Z Stock Holding History

Annis Gardner Whiting Capital 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
2026
Q1 		$225K Hold
5,440
– – 0.04% 294
2025
Q4 		$371K Sell
5,440
-360
-6% -$26.1K 0.07% 221
2025
Q3 		$447K Buy
+5,800
New +$474K 0.09% 175
2025
Q1 		– Sell
-5,700
Closed -$422K – 837
2024
Q4 		$422K Hold
5,700
– – 0.12% 144
2024
Q3 		$364K Hold
5,700
– – 0.1% 161
2024
Q2 		$264K Sell
5,700
-30
-0.5% -$1.32K 0.08% 189
2024
Q1 		$279K Hold
5,730
– – 0.1% 156
2023
Q4 		$332K Buy
5,730
+680
+13% +$30K 0.15% 113
2023
Q3 		$233K Buy
+5,050
New +$260K 0.12% 126

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VPM
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IFP
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VCM
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
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