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Glassman Wealth Services’s Zillow Z Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-104
Closed -$6.02K – 1876
2023
Q4 		$6.02K Sell
104
-28
-21% -$1.23K ﹤0.01% 1024
2023
Q3 		$6.09K Hold
132
– – ﹤0.01% 1002
2023
Q2 		$6.63K Buy
132
+18
+16% +$828 ﹤0.01% 923
2023
Q1 		$5.07K Buy
114
+4
+4% +$170 ﹤0.01% 994
2022
Q4 		$3.54K Sell
110
-176
-62% -$5.83K ﹤0.01% 1120
2022
Q3 		$8K Sell
286
-53
-16% -$1.84K ﹤0.01% 883
2022
Q2 		$11K Buy
339
+166
+96% +$6.67K ﹤0.01% 797
2022
Q1 		$9K Buy
173
+78
+82% +$4.19K ﹤0.01% 874
2021
Q4 		$6K Sell
95
-38
-29% -$2.74K ﹤0.01% 957
2021
Q3 		$12K Buy
133
+5
+4% +$506 ﹤0.01% 734
2021
Q2 		$16K Buy
128
+31
+32% +$3.77K ﹤0.01% 641
2021
Q1 		$13K Buy
97
+9
+10% +$1.33K ﹤0.01% 658
2020
Q4 		$11K Buy
+88
New +$9.73K ﹤0.01% 700
2020
Q2 		– Sell
-8
Closed – – 1582
2020
Q1 		$0 Buy
+8
New +$370 ﹤0.01% 1624

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Glassman Wealth Services's Z Position: Q1 2024 in Review

Glassman Wealth Services sold out of Zillow (Z) in Q1 2024, closing a stake of 104 shares — an estimated $6.02K sold.

Glassman Wealth Services first reported a position in Z in Q1 2020 and held it in 14 quarters. The position peaked at $16K in Q2 2021. 434 funds tracked by Wall St. Rank hold Z as of Q1 2024.

  • Glassman Wealth Services reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 104 Zillow shares in Q1 2024, an estimated $6.02K.
  • Glassman Wealth Services first reported a position in Zillow in Q1 2020 and held it in 14 quarters.
  • Glassman Wealth Services's Zillow position peaked at $16K in Q2 2021.
  • 434 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.