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Engrave Wealth Partners’s Zillow ZG Stock Holding History

Engrave Wealth Partners’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-245
Closed -$14K – 432
2020
Q2 		$14K Buy
245
+95
+63% +$4.68K 0.01% 220
2020
Q1 		$5K Buy
150
+75
+100% +$3.44K 0.01% 281
2019
Q4 		$3K Buy
+75
New +$2.77K ﹤0.01% 390

Other funds holding ZG

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AA
Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return
CCP
Camelot Capital Partners Laguna Beach, California $686M AUM 163.55% 1-Year Est. Return

Engrave Wealth Partners's ZG Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Zillow (ZG) in Q3 2020, closing a stake of 245 shares — an estimated $14K sold.

Engrave Wealth Partners first reported a position in ZG in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q2 2020. 253 funds tracked by Wall St. Rank hold ZG as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Zillow position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 245 Zillow shares in Q3 2020, an estimated $14K.
  • Engrave Wealth Partners first reported a position in Zillow in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Zillow position peaked at $14K in Q2 2020.
  • 253 funds tracked by Wall St. Rank held Zillow as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.