BCPWM
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Bradley & Co Private Wealth Management’s Zillow Z Stock Holding History

Bradley & Co Private 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
Q4 		– Sell
-5
Closed -$231 – 211
2023
Q3 		$231 Buy
+5
New +$257 ﹤0.01% 172

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Morgan Stanley
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State Street
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DCM
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TCMI
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CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Bradley & Co Private Wealth Management's Z Position: Q4 2023 in Review

Bradley & Co Private Wealth Management sold out of Zillow (Z) in Q4 2023, closing a stake of 5 shares — an estimated $231 sold.

Bradley & Co Private Wealth Management first reported a position in Z in Q3 2023 and held it in 1 quarter. The position peaked at $231 in Q3 2023. 444 funds tracked by Wall St. Rank hold Z as of Q4 2023.

  • Bradley & Co Private Wealth Management reported no remaining Zillow position as of Q4 2023 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 5 Zillow shares in Q4 2023, an estimated $231.
  • Bradley & Co Private Wealth Management first reported a position in Zillow in Q3 2023 and held it in 1 quarter.
  • Bradley & Co Private Wealth Management's Zillow position peaked at $231 in Q3 2023.
  • 444 funds tracked by Wall St. Rank held Zillow as of Q4 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2023, filed 2 Feb 2024.