Heritage Wealth Advisors’s Zillow ZG Stock Holding History

Heritage Wealth Advisors’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
2021 Q4	–	Sell	-40	Closed	-$3.54K	–	553
2021 Q3	$3.54K	Buy	+40	New	+$4.08K	﹤0.01%	488

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Oslo, Norway $1T AUM

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Heritage Wealth Advisors's ZG Position: Q4 2021 in Review

Heritage Wealth Advisors sold out of Zillow (ZG) in Q4 2021, closing a stake of 40 shares — an estimated $3.54K sold.

Heritage Wealth Advisors first reported a position in ZG in Q3 2021 and held it in 1 quarter. The position peaked at $3.54K in Q3 2021. 328 funds tracked by Wall St. Rank hold ZG as of Q4 2021.

Heritage Wealth Advisors reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
Heritage Wealth Advisors sold 40 Zillow shares in Q4 2021, an estimated $3.54K.
Heritage Wealth Advisors first reported a position in Zillow in Q3 2021 and held it in 1 quarter.
Heritage Wealth Advisors's Zillow position peaked at $3.54K in Q3 2021.
328 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Heritage Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.