Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BFEC
Benjamin F. Edwards & Company’s
Zillow
Z
Stock Holding History
Benjamin F. Edwards & Company’s Portfolio
Z Stock Details
Z Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-15
Closed
-$1K
–
1913
2022
Q1
$1K
Sell
15
-35
-70%
-$1.88K
﹤0.01%
1741
2021
Q4
$3K
Sell
50
-150
-75%
-$10.8K
﹤0.01%
1614
2021
Q3
$18K
Buy
+200
New
+$20.2K
﹤0.01%
1269
2019
Q4
–
Sell
-83
Closed
-$2K
–
1957
2019
Q3
$2K
Sell
83
-817
-91%
-$32.6K
﹤0.01%
1771
2019
Q2
$42K
Sell
900
-500
-36%
-$19.9K
﹤0.01%
952
2019
Q1
$49K
Hold
1,400
–
–
﹤0.01%
881
2018
Q4
$44K
Buy
+1,400
New
+$49.7K
﹤0.01%
867
Other funds holding Z
CIA
Caledonia Investments (Australia)
Sydney NSW, Australia
$3.44B AUM
20.03%
1-Year Est. Return
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
EC
Eminence Capital
New York
$4.36B AUM
3.1%
1-Year Est. Return
SCA
Southpoint Capital Advisors
New York
$4.86B AUM
34.09%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
TCMI
Technology Crossover Management IX
Menlo Park, California
$752M AUM
25.7%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
TCMV
Technology Crossover Management VIII
Menlo Park, California
$298M AUM
33.47%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close