CPA
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Capital Performance Advisors’s Zillow Z Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-24
Closed -$1.53K – 2757
2024
Q3 		$1.53K Buy
+24
New +$1.29K ﹤0.01% 1690

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Performance Advisors's Z Position: Q4 2024 in Review

Capital Performance Advisors sold out of Zillow (Z) in Q4 2024, closing a stake of 24 shares — an estimated $1.53K sold.

Capital Performance Advisors first reported a position in Z in Q3 2024 and held it in 1 quarter. The position peaked at $1.53K in Q3 2024. 499 funds tracked by Wall St. Rank hold Z as of Q4 2024.

  • Capital Performance Advisors reported no remaining Zillow position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 24 Zillow shares in Q4 2024, an estimated $1.53K.
  • Capital Performance Advisors first reported a position in Zillow in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Zillow position peaked at $1.53K in Q3 2024.
  • 499 funds tracked by Wall St. Rank held Zillow as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.