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Global Wealth Management Investment Advisory’s Zillow ZG Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-300
Closed -$17K – 460
2023
Q4 		$17K Hold
300
– – ﹤0.01% 263
2023
Q3 		$13.4K Hold
300
– – ﹤0.01% 274
2023
Q2 		$14.8K Buy
+300
New +$13.5K ﹤0.01% 271

Other funds holding ZG

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Global Wealth Management Investment Advisory sold out of Zillow (ZG) in Q1 2024, closing a stake of 300 shares — an estimated $17K sold.

Global Wealth Management Investment Advisory first reported a position in ZG in Q2 2023 and held it in 3 quarters. The position peaked at $17K in Q4 2023. 257 funds tracked by Wall St. Rank hold ZG 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 300 Zillow shares in Q1 2024, an estimated $17K.
  • 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 $17K in Q4 2023.
  • 257 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.