BerganKDV Wealth Management’s Zillow Z Stock Holding History

BerganKDV 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 Q2	$5.68K	Hold	113	–	–	﹤0.01%	598
2023 Q1	$5.03K	Hold	113	–	–	﹤0.01%	689
2022 Q4	$3.64K	Buy	113 +13	+13%	+$431	﹤0.01%	715
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	780
2022 Q2	$3K	Buy	100 +96	+2,400%	+$3.86K	﹤0.01%	794
2022 Q1	$0	Buy	+4	New	+$215	﹤0.01%	1117
2021 Q4	–	Sell	-2	Closed	–	–	1137
2021 Q3	$0	Buy	+2	New	+$202	﹤0.01%	1105
2021 Q2	–	Sell	-110	Closed	-$14K	–	1017
2021 Q1	$14K	Buy	+110	New	+$16.3K	﹤0.01%	535

Other funds holding Z

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

IFP

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

TCMI

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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

BerganKDV Wealth Management's Z Position: Q2 2023 in Review

BerganKDV Wealth Management held its Zillow (Z) position steady in Q2 2023 at 113 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

BerganKDV Wealth Management first reported a position in Z in Q1 2021 and has held it in 8 quarters since. The position peaked at $14K in Q1 2021. 424 funds tracked by Wall St. Rank hold Z as of Q2 2023.

BerganKDV Wealth Management held 113 shares of Zillow worth $5.68K as of Q2 2023.
BerganKDV Wealth Management left its Zillow share count unchanged in Q2 2023.
Zillow made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #598 holding.
BerganKDV Wealth Management first reported a position in Zillow in Q1 2021 and has held it in 8 quarters since.
BerganKDV Wealth Management's Zillow position peaked at $14K in Q1 2021.
424 funds tracked by Wall St. Rank held Zillow as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.