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	–	199
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 $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Avitas Wealth Management's ZG Position: Q4 2024 in Review

Avitas Wealth Management reduced its Zillow (ZG) stake by 0.32% in Q4 2024, selling an estimated $5.51K and leaving 25,144 shares worth $1.78M. The position accounts for 0.25% of the portfolio, ranked #98.

Avitas Wealth Management first reported a position in ZG in Q4 2020 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold ZG as of Q4 2024.

Avitas Wealth Management held 25,144 shares of Zillow worth $1.78M as of Q4 2024.
Avitas Wealth Management sold 80 Zillow shares in Q4 2024, an estimated $5.51K.
Zillow made up 0.25% of Avitas Wealth Management's portfolio in Q4 2024, its #98 holding.
Avitas Wealth Management first reported a position in Zillow in Q4 2020 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held Zillow as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.