Focused Wealth Management’s Zillow Z Stock Holding History

Focused 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
2022 Q4	–	Sell	-30	Closed	-$1K	–	1203
2022 Q3	$1K	Sell	30 -1,250	-98%	-$43.4K	﹤0.01%	918
2022 Q2	$41K	Sell	1,280 -350	-21%	-$14.1K	0.01%	312
2022 Q1	$80K	Buy	1,630 +1,600	+5,333%	+$86K	0.01%	251
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	842
2021 Q3	$3K	Sell	30 -25	-45%	-$2.53K	﹤0.01%	785
2021 Q2	$7K	Sell	55 -850	-94%	-$103K	﹤0.01%	677
2021 Q1	$117K	Sell	905 -220	-20%	-$32.6K	0.02%	254
2020 Q4	$146K	Buy	+1,125	New	+$124K	0.03%	192
2019 Q2	–	Sell	-7	Closed	–	–	820
2019 Q1	$0	Buy	+7	New	+$250	﹤0.01%	776

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

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

Consolidated Press International Holdings Sydney, Australia $631K AUM

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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