CSat Investment Advisory’s Zillow Z Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-390	Closed	-$40K	–	978
2020 Q3	$40K	Buy	390 +46	+13%	+$3.59K	﹤0.01%	699
2020 Q2	$20K	Sell	344 -173	-33%	-$8.59K	﹤0.01%	839
2020 Q1	$19K	Buy	517 +91	+21%	+$4.2K	﹤0.01%	737
2019 Q4	$20K	Buy	426 +52	+14%	+$1.94K	0.01%	792
2019 Q3	$11K	Buy	374 +52	+16%	+$2.07K	﹤0.01%	903
2019 Q2	$15K	Buy	+322	New	+$12.8K	0.01%	766

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

CSat Investment Advisory's Z Position: Q4 2020 in Review

CSat Investment Advisory sold out of Zillow (Z) in Q4 2020, closing a stake of 390 shares — an estimated $40K sold.

CSat Investment Advisory first reported a position in Z in Q2 2019 and held it in 6 quarters. The position peaked at $40K in Q3 2020. 495 funds tracked by Wall St. Rank hold Z as of Q4 2020.

CSat Investment Advisory reported no remaining Zillow position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 390 Zillow shares in Q4 2020, an estimated $40K.
CSat Investment Advisory first reported a position in Zillow in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Zillow position peaked at $40K in Q3 2020.
495 funds tracked by Wall St. Rank held Zillow as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.