AWM
Z icon

Atticus Wealth Management’s Zillow Z Stock Holding History

Atticus 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
2023
Q1 		– Sell
-1,500
Closed -$48.3K – 588
2022
Q4 		$48.3K Hold
1,500
– – 0.02% 254
2022
Q3 		$48K Hold
1,500
– – 0.02% 236
2022
Q2 		$48K Hold
1,500
– – 0.02% 258
2022
Q1 		$74K Buy
+1,500
New +$80.6K 0.03% 219
2020
Q4 		– Sell
-107
Closed -$11K – 350
2020
Q3 		$11K Buy
107
+29
+37% +$2.27K 0.01% 255
2020
Q2 		$4K Buy
78
+29
+59% +$1.44K ﹤0.01% 274
2020
Q1 		$2K Buy
49
+8
+20% +$370 ﹤0.01% 281
2019
Q4 		$2K Buy
+41
New +$1.53K ﹤0.01% 289

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IFP
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
TCMV
Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return