Clearview Wealth Advisors’s Zillow Z Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-67	Closed	-$3.37K	–	668
2023 Q2	$3.37K	Buy	67 +20	+43%	+$920	﹤0.01%	472
2023 Q1	$2.09K	Hold	47	–	–	﹤0.01%	515
2022 Q4	$1.51K	Hold	47	–	–	﹤0.01%	501
2022 Q3	$1K	Hold	47	–	–	﹤0.01%	561
2022 Q2	$1K	Hold	47	–	–	﹤0.01%	567
2022 Q1	$2K	Hold	47	–	–	﹤0.01%	542
2021 Q4	$3K	Hold	47	–	–	﹤0.01%	569
2021 Q3	$4K	Buy	+47	New	+$4.75K	﹤0.01%	538

Other funds holding Z

CIA

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

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Clearview Wealth Advisors's Z Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Zillow (Z) in Q3 2023, closing a stake of 67 shares — an estimated $3.37K sold.

Clearview Wealth Advisors first reported a position in Z in Q3 2021 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 407 funds tracked by Wall St. Rank hold Z as of Q3 2023.

Clearview Wealth Advisors reported no remaining Zillow position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 67 Zillow shares in Q3 2023, an estimated $3.37K.
Clearview Wealth Advisors first reported a position in Zillow in Q3 2021 and held it in 8 quarters.
Clearview Wealth Advisors's Zillow position peaked at $4K in Q3 2021.
407 funds tracked by Wall St. Rank held Zillow as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.