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Heritage Wealth Management (Arizona)’s Zillow Z Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$9.66K Buy
300
+200
+200% +$6.63K ﹤0.01% 779
2022
Q3 		$3K Hold
100
– – ﹤0.01% 852
2022
Q2 		$3.17K Hold
100
– – ﹤0.01% 827
2022
Q1 		$5K Buy
+100
New +$5.38K ﹤0.01% 808

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
CPIH
Consolidated Press International Holdings Sydney, Australia $2.61M AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s Z Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Zillow (Z) stake by 200% in Q4 2022, buying an estimated $6.63K and bringing the position to 300 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Heritage Wealth Management (Arizona) first reported a position in Z in Q1 2022 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold Z as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 300 shares of Zillow worth $9.66K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 200 Zillow shares in Q4 2022, an estimated $6.63K.
  • Zillow made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #779 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Zillow in Q1 2022 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held Zillow as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.