Centerpoint Advisors’s Zillow Z Stock Holding History

Centerpoint 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
2021 Q3	–	Sell	-100	Closed	-$12K	–	324
2021 Q2	$12K	Hold	100	–	–	0.01%	197
2021 Q1	$13K	Hold	100	–	–	0.01%	159
2020 Q4	$13K	Buy	+100	New	+$11.1K	0.01%	152

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Centerpoint Advisors's Z Position: Q3 2021 in Review

Centerpoint Advisors sold out of Zillow (Z) in Q3 2021, closing a stake of 100 shares — an estimated $12K sold.

Centerpoint Advisors first reported a position in Z in Q4 2020 and held it in 3 quarters. The position peaked at $13K in Q1 2021. 501 funds tracked by Wall St. Rank hold Z as of Q3 2021.

Centerpoint Advisors reported no remaining Zillow position as of Q3 2021 after selling out during the quarter.
Centerpoint Advisors sold 100 Zillow shares in Q3 2021, an estimated $12K.
Centerpoint Advisors first reported a position in Zillow in Q4 2020 and held it in 3 quarters.
Centerpoint Advisors's Zillow position peaked at $13K in Q1 2021.
501 funds tracked by Wall St. Rank held Zillow as of Q3 2021.

Based on Centerpoint Advisors's 13F filing for Q3 2021, filed 25 Oct 2021.