Clear Perspective Advisors’s Zillow Z Stock Holding History

Clear Perspective 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 Q4	–	Sell	-2,951	Closed	-$260K	–	187
2021 Q3	$260K	Buy	+2,951	New	+$299K	0.09%	140

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Clear Perspective Advisors's Z Position: Q4 2021 in Review

Clear Perspective Advisors sold out of Zillow (Z) in Q4 2021, closing a stake of 2,951 shares — an estimated $260K sold.

Clear Perspective Advisors first reported a position in Z in Q3 2021 and held it in 1 quarter. The position peaked at $260K in Q3 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

Clear Perspective Advisors reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
Clear Perspective Advisors sold 2,951 Zillow shares in Q4 2021, an estimated $260K.
Clear Perspective Advisors first reported a position in Zillow in Q3 2021 and held it in 1 quarter.
Clear Perspective Advisors's Zillow position peaked at $260K in Q3 2021.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.