Evolution Wealth Advisors’s Zillow Z Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-5	Closed	–	–	641
2021 Q3	$0	Buy	+5	New	+$506	﹤0.01%	688

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

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

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 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

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

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

Evolution Wealth Advisors's Z Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Zillow (Z) in Q4 2021, closing a stake of 5 shares.

Evolution Wealth Advisors first reported a position in Z in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

Evolution Wealth Advisors reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 5 Zillow shares in Q4 2021.
Evolution Wealth Advisors first reported a position in Zillow in Q3 2021 and held it in 1 quarter.
Evolution Wealth Advisors's Zillow position peaked at $0 in Q3 2021.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.