FIA
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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 $3.44B AUM 20.03% 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 $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.52B AUM 3.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return