CSWM
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Cassady Schiller Wealth Management’s Zillow Z Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.19K Buy
+16
New +$1.14K ﹤0.01% 742

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassady Schiller Wealth Management's Z Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Zillow (Z) in Q4 2024: 16 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings.

498 funds tracked by Wall St. Rank hold Z as of Q4 2024.

  • Cassady Schiller Wealth Management held 16 shares of Zillow worth $1.19K as of Q4 2024.
  • Zillow was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Zillow made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #742 holding.
  • 498 funds tracked by Wall St. Rank held Zillow as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.