Financial Perspectives’s Zillow Z Stock Holding History

Financial Perspectives’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
2025 Q1	–	Sell	-11	Closed	-$815	–	731
2024 Q4	$815	Hold	11	–	–	﹤0.01%	668
2024 Q3	$702	Hold	11	–	–	﹤0.01%	632
2024 Q2	$510	Hold	11	–	–	﹤0.01%	636
2024 Q1	$537	Hold	11	–	–	﹤0.01%	626
2023 Q4	$636	Hold	11	–	–	﹤0.01%	648
2023 Q3	$508	Hold	11	–	–	﹤0.01%	662
2023 Q2	$553	Hold	11	–	–	﹤0.01%	645
2023 Q1	$489	Hold	11	–	–	﹤0.01%	645
2022 Q4	$354	Hold	11	–	–	﹤0.01%	649
2022 Q3	$315	Hold	11	–	–	﹤0.01%	665
2022 Q2	$349	Hold	11	–	–	﹤0.01%	664
2022 Q1	$542	Hold	11	–	–	﹤0.01%	659
2021 Q4	$702	Sell	11 -55	-83%	-$3.96K	﹤0.01%	615
2021 Q3	$5.82K	Hold	66	–	–	﹤0.01%	494
2021 Q2	$8.07K	Sell	66 -8,490	-99%	-$1.03M	﹤0.01%	483
2021 Q1	$66K	Buy	+8,556	New	+$1.27M	﹤0.01%	541

Other funds holding Z

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return