BDO Wealth Advisors’s Zillow Z Stock Holding History

BDO Wealth 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
2020 Q2	–	Sell	-462	Closed	-$17K	–	775
2020 Q1	$17K	Buy	462 +6	+1%	+$277	﹤0.01%	476
2019 Q4	$21K	Sell	456 -189	-29%	-$7.04K	0.01%	385
2019 Q3	$19K	Buy	645 +5	+0.8%	+$199	﹤0.01%	404
2019 Q2	$30K	Buy	640 +6	+0.9%	+$239	0.01%	355
2019 Q1	$22K	Buy	634 +22	+4%	+$785	0.01%	370
2018 Q4	$19K	Buy	+612	New	+$21.7K	0.01%	356

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

BDO Wealth Advisors's Z Position: Q2 2020 in Review

BDO Wealth Advisors sold out of Zillow (Z) in Q2 2020, closing a stake of 462 shares — an estimated $17K sold.

BDO Wealth Advisors first reported a position in Z in Q4 2018 and held it in 6 quarters. The position peaked at $30K in Q2 2019. 327 funds tracked by Wall St. Rank hold Z as of Q2 2020.

BDO Wealth Advisors reported no remaining Zillow position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 462 Zillow shares in Q2 2020, an estimated $17K.
BDO Wealth Advisors first reported a position in Zillow in Q4 2018 and held it in 6 quarters.
BDO Wealth Advisors's Zillow position peaked at $30K in Q2 2019.
327 funds tracked by Wall St. Rank held Zillow as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.