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Baystate Wealth Management’s Zillow Z Stock Holding History

Baystate 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
Q4 		$4.51K Hold
78
– – ﹤0.01% 914
2023
Q3 		$3.6K Hold
78
– – ﹤0.01% 729
2023
Q2 		$3.92K Hold
78
– – ﹤0.01% 742
2023
Q1 		$3.47K Buy
+78
New +$3.31K ﹤0.01% 743

Other funds holding Z

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Baystate Wealth Management's Z Position: Q4 2023 in Review

Baystate Wealth Management held its Zillow (Z) position steady in Q4 2023 at 78 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Baystate Wealth Management first reported a position in Z in Q1 2023 and has held it in 4 quarters since. 443 funds tracked by Wall St. Rank hold Z as of Q4 2023.

  • Baystate Wealth Management held 78 shares of Zillow worth $4.51K as of Q4 2023.
  • Baystate Wealth Management left its Zillow share count unchanged in Q4 2023.
  • Zillow made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #914 holding.
  • Baystate Wealth Management first reported a position in Zillow in Q1 2023 and has held it in 4 quarters since.
  • 443 funds tracked by Wall St. Rank held Zillow as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.