FMFE Wealth Management’s Zillow Z Stock Holding History

FMFE Wealth 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
2024 Q1	–	Sell	-5,193	Closed	-$300K	–	25
2023 Q4	$300K	Buy	+5,193	New	+$229K	0.3%	15

Other funds holding Z

CIA

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

IFP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

TCMI

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

FMFE Wealth Management's Z Position: Q1 2024 in Review

FMFE Wealth Management sold out of Zillow (Z) in Q1 2024, closing a stake of 5,193 shares — an estimated $300K sold.

FMFE Wealth Management first reported a position in Z in Q4 2023 and held it in 1 quarter. The position peaked at $300K in Q4 2023. 434 funds tracked by Wall St. Rank hold Z as of Q1 2024.

FMFE Wealth Management reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
FMFE Wealth Management sold 5,193 Zillow shares in Q1 2024, an estimated $300K.
FMFE Wealth Management first reported a position in Zillow in Q4 2023 and held it in 1 quarter.
FMFE Wealth Management's Zillow position peaked at $300K in Q4 2023.
434 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on FMFE Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.