CSPIA
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Cary Street Partners Investment Advisory’s Zillow Z Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-45
Closed -$5K – 901
2020
Q3 		$5K Buy
+45
New +$3.51K ﹤0.01% 845

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Cary Street Partners Investment Advisory's Z Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Zillow (Z) in Q4 2020, closing a stake of 45 shares — an estimated $5K sold.

Cary Street Partners Investment Advisory first reported a position in Z in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 495 funds tracked by Wall St. Rank hold Z as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Zillow position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 45 Zillow shares in Q4 2020, an estimated $5K.
  • Cary Street Partners Investment Advisory first reported a position in Zillow in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Zillow position peaked at $5K in Q3 2020.
  • 495 funds tracked by Wall St. Rank held Zillow as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.