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Crewe Advisors’s Zillow Z Stock Holding History

Crewe 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
2025
Q3 		– Sell
-4
Closed -$281 – 1070
2025
Q2 		$281 Buy
+4
New +$270 ﹤0.01% 705
2024
Q4 		– Sell
-328
Closed -$20.9K – 813
2024
Q3 		$20.9K Hold
328
– – ﹤0.01% 397
2024
Q2 		$15.2K Hold
328
– – ﹤0.01% 598
2024
Q1 		$16K Buy
+328
New +$17.9K ﹤0.01% 528
2022
Q4 		– Sell
-69
Closed -$2K – 1310
2022
Q3 		$2K Hold
69
– – ﹤0.01% 1094
2022
Q2 		$2K Buy
+69
New +$2.77K ﹤0.01% 1025

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return