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Beacon Investment Advisory Services’s Zillow Z Stock Holding History

Beacon Investment Advisory Services’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
2021
Q4 		– Sell
-5,126
Closed -$452K – 311
2021
Q3 		$452K Buy
5,126
+627
+14% +$63.4K 0.02% 213
2021
Q2 		$550K Buy
4,499
+1,618
+56% +$197K 0.02% 201
2021
Q1 		$373K Buy
+2,881
New +$427K 0.02% 230

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Beacon Investment Advisory Services's Z Position: Q4 2021 in Review

Beacon Investment Advisory Services sold out of Zillow (Z) in Q4 2021, closing a stake of 5,126 shares — an estimated $452K sold.

Beacon Investment Advisory Services first reported a position in Z in Q1 2021 and held it in 3 quarters. The position peaked at $550K in Q2 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

  • Beacon Investment Advisory Services reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 5,126 Zillow shares in Q4 2021, an estimated $452K.
  • Beacon Investment Advisory Services first reported a position in Zillow in Q1 2021 and held it in 3 quarters.
  • Beacon Investment Advisory Services's Zillow position peaked at $550K in Q2 2021.
  • 470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.