Evoke Wealth’s Zillow Z Stock Holding History

Evoke Wealth’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
2022 Q2	–	Sell	-46	Closed	-$2K	–	1259
2022 Q1	$2K	Hold	46	–	–	﹤0.01%	1082
2021 Q4	$3K	Hold	46	–	–	﹤0.01%	1010
2021 Q3	$4K	Hold	46	–	–	﹤0.01%	915
2021 Q2	$6K	Hold	46	–	–	﹤0.01%	851
2021 Q1	$6K	Hold	46	–	–	﹤0.01%	820
2020 Q4	$6K	Hold	46	–	–	﹤0.01%	695
2020 Q3	$5K	Sell	46 -46	-50%	-$3.59K	﹤0.01%	689
2020 Q2	$5K	Buy	+92	New	+$4.57K	﹤0.01%	689

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

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

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

Evoke Wealth's Z Position: Q2 2022 in Review

Evoke Wealth sold out of Zillow (Z) in Q2 2022, closing a stake of 46 shares — an estimated $2K sold.

Evoke Wealth first reported a position in Z in Q2 2020 and held it in 8 quarters. The position peaked at $6K in Q2 2021. 392 funds tracked by Wall St. Rank hold Z as of Q2 2022.

Evoke Wealth reported no remaining Zillow position as of Q2 2022 after selling out during the quarter.
Evoke Wealth sold 46 Zillow shares in Q2 2022, an estimated $2K.
Evoke Wealth first reported a position in Zillow in Q2 2020 and held it in 8 quarters.
Evoke Wealth's Zillow position peaked at $6K in Q2 2021.
392 funds tracked by Wall St. Rank held Zillow as of Q2 2022.

Based on Evoke Wealth's 13F filing for Q2 2022, filed 4 Aug 2022.