Guardian Wealth Management (Illinois)’s Zillow ZG Stock Holding History

Guardian Wealth Management (Illinois)’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
2023 Q2	–	Sell	-9	Closed	-$393	–	246
2023 Q1	$393	Hold	9	–	–	﹤0.01%	233
2022 Q4	$281	Hold	9	–	–	﹤0.01%	243
2022 Q3	$0	Hold	9	–	–	﹤0.01%	244
2022 Q2	$0	Hold	9	–	–	﹤0.01%	237
2022 Q1	$0	Hold	9	–	–	﹤0.01%	241
2021 Q4	$1K	Buy	+9	New	+$646	﹤0.01%	220

Other funds holding ZG

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s ZG Position: Q2 2023 in Review

Guardian Wealth Management (Illinois) sold out of Zillow (ZG) in Q2 2023, closing a stake of 9 shares — an estimated $393 sold.

Guardian Wealth Management (Illinois) first reported a position in ZG in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 266 funds tracked by Wall St. Rank hold ZG as of Q2 2023.

Guardian Wealth Management (Illinois) reported no remaining Zillow position as of Q2 2023 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 9 Zillow shares in Q2 2023, an estimated $393.
Guardian Wealth Management (Illinois) first reported a position in Zillow in Q4 2021 and held it in 6 quarters.
Guardian Wealth Management (Illinois)'s Zillow position peaked at $1K in Q4 2021.
266 funds tracked by Wall St. Rank held Zillow as of Q2 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2023, filed 14 Aug 2023.