Capital Advisory Group Advisory Services’s Zillow Z Stock Holding History

Capital Advisory Group 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
2022 Q2	–	Sell	-150	Closed	-$7K	–	495
2022 Q1	$7K	Buy	+150	New	+$8.06K	﹤0.01%	408
2021 Q4	–	Sell	-1,907	Closed	-$168K	–	532
2021 Q3	$168K	Sell	1,907 -1,471	-44%	-$149K	0.06%	205
2021 Q2	$413K	Buy	+3,378	New	+$411K	0.15%	127

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

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

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCMI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCMV

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

Capital Advisory Group Advisory Services's Z Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Zillow (Z) in Q2 2022, closing a stake of 150 shares — an estimated $7K sold.

Capital Advisory Group Advisory Services first reported a position in Z in Q2 2021 and held it in 3 quarters. The position peaked at $413K in Q2 2021. 392 funds tracked by Wall St. Rank hold Z as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Zillow position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 150 Zillow shares in Q2 2022, an estimated $7K.
Capital Advisory Group Advisory Services first reported a position in Zillow in Q2 2021 and held it in 3 quarters.
Capital Advisory Group Advisory Services's Zillow position peaked at $413K in Q2 2021.
392 funds tracked by Wall St. Rank held Zillow as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.