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Foundations Investment Advisors’s Zillow Z Stock Holding History

Foundations Investment Advisors’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
2023
Q3 		– Sell
-4,872
Closed -$245K – 684
2023
Q2 		$245K Hold
4,872
– – 0.01% 508
2023
Q1 		$217K Buy
+4,872
New +$207K 0.01% 463
2022
Q3 		– Sell
-7,285
Closed -$253K – 445
2022
Q2 		$253K Hold
7,285
– – 0.01% 330
2022
Q1 		$353K Sell
7,285
-90
-1% -$4.84K 0.01% 248
2021
Q4 		$421K Buy
7,375
+2,204
+43% +$159K 0.02% 224
2021
Q3 		$447K Buy
5,171
+3,023
+141% +$306K 0.02% 198
2021
Q2 		$248K Buy
+2,148
New +$261K 0.01% 257

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 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

Foundations Investment Advisors's Z Position: Q3 2023 in Review

Foundations Investment Advisors sold out of Zillow (Z) in Q3 2023, closing a stake of 4,872 shares — an estimated $245K sold.

Foundations Investment Advisors first reported a position in Z in Q2 2021 and held it in 7 quarters. The position peaked at $447K in Q3 2021. 407 funds tracked by Wall St. Rank hold Z as of Q3 2023.

  • Foundations Investment Advisors reported no remaining Zillow position as of Q3 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,872 Zillow shares in Q3 2023, an estimated $245K.
  • Foundations Investment Advisors first reported a position in Zillow in Q2 2021 and held it in 7 quarters.
  • Foundations Investment Advisors's Zillow position peaked at $447K in Q3 2021.
  • 407 funds tracked by Wall St. Rank held Zillow as of Q3 2023.

Based on Foundations Investment Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.