Bogart Wealth LLC’s Zillow ZG Stock Holding History

Bogart Wealth LLC’s Portfolio ZG Stock Details ZG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-275	Closed	-$8K	–	1212
2022 Q3	$8K	Buy	+275	New	+$9.59K	﹤0.01%	614
2021 Q4	–	Sell	-23	Closed	-$2K	–	834
2021 Q3	$2K	Buy	+23	New	+$2.35K	﹤0.01%	658

Other funds holding ZG

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

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

IFP

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Bogart Wealth LLC's ZG Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Zillow (ZG) in Q4 2022, closing a stake of 275 shares — an estimated $8K sold.

Bogart Wealth LLC first reported a position in ZG in Q3 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 254 funds tracked by Wall St. Rank hold ZG as of Q4 2022.

Bogart Wealth LLC reported no remaining Zillow position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 275 Zillow shares in Q4 2022, an estimated $8K.
Bogart Wealth LLC first reported a position in Zillow in Q3 2021 and held it in 2 quarters.
Bogart Wealth LLC's Zillow position peaked at $8K in Q3 2022.
254 funds tracked by Wall St. Rank held Zillow as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.