GWMIA
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Global Wealth Management Investment Advisory’s Zillow Z Stock Holding History

Global Wealth Management Investment Advisory’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
-35
Closed -$2.02K – 458
2023
Q4 		$2.02K Hold
35
– – ﹤0.01% 397
2023
Q3 		$1.62K Hold
35
– – ﹤0.01% 396
2023
Q2 		$1.76K Buy
+35
New +$1.61K ﹤0.01% 395

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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Global Wealth Management Investment Advisory's Z Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Zillow (Z) in Q1 2024, closing a stake of 35 shares — an estimated $2.02K sold.

Global Wealth Management Investment Advisory first reported a position in Z in Q2 2023 and held it in 3 quarters. The position peaked at $2.02K in Q4 2023. 434 funds tracked by Wall St. Rank hold Z as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 35 Zillow shares in Q1 2024, an estimated $2.02K.
  • Global Wealth Management Investment Advisory first reported a position in Zillow in Q2 2023 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Zillow position peaked at $2.02K in Q4 2023.
  • 434 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.