AWM
ZG icon

Avitas Wealth Management’s Zillow ZG Stock Holding History

Avitas 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
2024
Q4 		$1.78M Sell
25,144
-80
-0.3% -$5.51K 0.25% 98
2024
Q3 		$1.56M Buy
+25,224
New +$1.31M 0.22% 110
2023
Q4 		– Sell
-13,664
Closed -$612K – 212
2023
Q3 		$612K Buy
+13,664
New +$686K 0.12% 150
2021
Q4 		– Sell
-7,813
Closed -$692K – 202
2021
Q3 		$692K Buy
7,813
+2,388
+44% +$244K 0.13% 151
2021
Q2 		$665K Sell
5,425
-1,402
-21% -$173K 0.12% 167
2021
Q1 		$897K Sell
6,827
-203
-3% -$31.3K 0.18% 144
2020
Q4 		$956K Buy
+7,030
New +$793K 0.19% 145

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return