DAS
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Dynamic Advisor Solutions’s Zillow Z Stock Holding History

Dynamic Advisor Solutions’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
-2,850
Closed -$251K – 818
2021
Q3 		$251K Buy
+2,850
New +$288K 0.02% 629
2021
Q1 		– Sell
-1,586
Closed -$206K – 784
2020
Q4 		$206K Buy
+1,586
New +$175K 0.02% 597

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Dynamic Advisor Solutions's Z Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of Zillow (Z) in Q4 2021, closing a stake of 2,850 shares — an estimated $251K sold.

Dynamic Advisor Solutions first reported a position in Z in Q4 2020 and held it in 2 quarters. The position peaked at $251K in Q3 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

  • Dynamic Advisor Solutions reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,850 Zillow shares in Q4 2021, an estimated $251K.
  • Dynamic Advisor Solutions first reported a position in Zillow in Q4 2020 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Zillow position peaked at $251K in Q3 2021.
  • 470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.