Focus Partners Wealth’s Zillow Z Stock Holding History

Focus Partners 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
2024 Q2	–	Sell	-5,068	Closed	-$247K	–	1269
2024 Q1	$247K	Sell	5,068 -70	-1%	-$3.81K	﹤0.01%	885
2023 Q4	$297K	Buy	+5,138	New	+$226K	﹤0.01%	674

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Focus Partners Wealth's Z Position: Q2 2024 in Review

Focus Partners Wealth sold out of Zillow (Z) in Q2 2024, closing a stake of 5,068 shares — an estimated $247K sold.

Focus Partners Wealth first reported a position in Z in Q4 2023 and held it in 2 quarters. The position peaked at $297K in Q4 2023. 425 funds tracked by Wall St. Rank hold Z as of Q2 2024.

Focus Partners Wealth reported no remaining Zillow position as of Q2 2024 after selling out during the quarter.
Focus Partners Wealth sold 5,068 Zillow shares in Q2 2024, an estimated $247K.
Focus Partners Wealth first reported a position in Zillow in Q4 2023 and held it in 2 quarters.
Focus Partners Wealth's Zillow position peaked at $297K in Q4 2023.
425 funds tracked by Wall St. Rank held Zillow as of Q2 2024.

Based on Focus Partners Wealth's 13F filing for Q2 2024, filed 15 Aug 2024.