FAIM
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Financial Advocates Investment Management’s Zillow Z Stock Holding History

Financial Advocates Investment Management’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
Q1 		– Sell
-3,341
Closed -$434K – 810
2020
Q4 		$434K Buy
+3,341
New +$370K 0.03% 479

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 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 $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Financial Advocates Investment Management's Z Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of Zillow (Z) in Q1 2021, closing a stake of 3,341 shares — an estimated $434K sold.

Financial Advocates Investment Management first reported a position in Z in Q4 2020 and held it in 1 quarter. The position peaked at $434K in Q4 2020. 529 funds tracked by Wall St. Rank hold Z as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining Zillow position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,341 Zillow shares in Q1 2021, an estimated $434K.
  • Financial Advocates Investment Management first reported a position in Zillow in Q4 2020 and held it in 1 quarter.
  • Financial Advocates Investment Management's Zillow position peaked at $434K in Q4 2020.
  • 529 funds tracked by Wall St. Rank held Zillow as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.