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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 – 1184
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 – – 814
2019
Q1 		$0 Buy
+7
New +$250 ﹤0.01% 764

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CPIH
Consolidated Press International Holdings Sydney, Australia $2.61M AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Focused Wealth Management's Z Position: Q4 2022 in Review

Focused Wealth Management sold out of Zillow (Z) in Q4 2022, closing a stake of 30 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in Z in Q1 2019 and held it in 9 quarters. The position peaked at $146K in Q4 2020. 392 funds tracked by Wall St. Rank hold Z as of Q4 2022.

  • Focused Wealth Management reported no remaining Zillow position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 30 Zillow shares in Q4 2022, an estimated $1K.
  • Focused Wealth Management first reported a position in Zillow in Q1 2019 and held it in 9 quarters.
  • Focused Wealth Management's Zillow position peaked at $146K in Q4 2020.
  • 392 funds tracked by Wall St. Rank held Zillow as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.