CAPTRUST Financial Advisors
Z icon

CAPTRUST Financial Advisors’s Zillow Z Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$316K Buy
+7,635
New +$406K ﹤0.01% 2350
2025
Q4 		– Sell
-2,786
Closed -$215K – 2824
2025
Q3 		$215K Buy
+2,786
New +$228K ﹤0.01% 2379
2025
Q2 		– Sell
-4,319
Closed -$296K – 2601
2025
Q1 		$296K Buy
+4,319
New +$330K ﹤0.01% 1955
2024
Q1 		– Sell
-4,265
Closed -$247K – 2684
2023
Q4 		$247K Buy
+4,265
New +$188K ﹤0.01% 2243
2022
Q3 		– Sell
-1,759
Closed -$56K – 4122
2022
Q2 		$56K Buy
1,759
+225
+15% +$9.04K ﹤0.01% 2659
2022
Q1 		$76K Buy
1,534
+61
+4% +$3.28K ﹤0.01% 2482
2021
Q4 		$94K Buy
1,473
+307
+26% +$22.1K ﹤0.01% 2213
2021
Q3 		$103K Buy
1,166
+10
+0.9% +$1.01K ﹤0.01% 2056
2021
Q2 		$141K Buy
1,156
+91
+9% +$11.1K ﹤0.01% 1776
2021
Q1 		$138K Sell
1,065
-25
-2% -$3.71K ﹤0.01% 1745
2020
Q4 		$141K Sell
1,090
-4
-0.4% -$442 ﹤0.01% 1350
2020
Q3 		$118K Sell
1,094
-244
-18% -$19.1K ﹤0.01% 1271
2020
Q2 		$79K Sell
1,338
-7,493
-85% -$372K ﹤0.01% 1434
2020
Q1 		$278K Sell
8,831
-1,029
-10% -$47.5K 0.01% 751
2019
Q4 		$446K Buy
+9,860
New +$367K 0.01% 717
2018
Q4 		– Sell
-193
Closed -$9K – 1692
2018
Q3 		$9K Buy
+193
New +$10.1K ﹤0.01% 1261

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return