Icon Wealth Partners’s Zillow Z Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-145	Closed	-$5K	–	796
2019 Q1	$5K	Buy	+145	New	+$5.17K	﹤0.01%	764

Other funds holding Z

CIA

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

Icon Wealth Partners's Z Position: Q2 2019 in Review

Icon Wealth Partners sold out of Zillow (Z) in Q2 2019, closing a stake of 145 shares — an estimated $5K sold.

Icon Wealth Partners first reported a position in Z in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 288 funds tracked by Wall St. Rank hold Z as of Q2 2019.

Icon Wealth Partners reported no remaining Zillow position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 145 Zillow shares in Q2 2019, an estimated $5K.
Icon Wealth Partners first reported a position in Zillow in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's Zillow position peaked at $5K in Q1 2019.
288 funds tracked by Wall St. Rank held Zillow as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.