IHT Wealth Management’s Zillow Z Stock Holding History

IHT Wealth Management’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
2021 Q4	–	Sell	-3,114	Closed	-$274K	–	862
2021 Q3	$274K	Buy	3,114 +159	+5%	+$16.1K	0.02%	625
2021 Q2	$361K	Buy	2,955 +75	+3%	+$9.13K	0.02%	640
2021 Q1	$373K	Buy	2,880 +33	+1%	+$4.9K	0.03%	555
2020 Q4	$370K	Buy	+2,847	New	+$315K	0.03%	502
2018 Q2	–	Sell	-30	Closed	-$2K	–	1404
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	1535
2017 Q4	$1K	Buy	+30	New	+$1.23K	﹤0.01%	1640

Other funds holding Z

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

SIM

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

IHT Wealth Management's Z Position: Q4 2021 in Review

IHT Wealth Management sold out of Zillow (Z) in Q4 2021, closing a stake of 3,114 shares — an estimated $274K sold.

IHT Wealth Management first reported a position in Z in Q4 2017 and held it in 6 quarters. The position peaked at $373K in Q1 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

IHT Wealth Management reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
IHT Wealth Management sold 3,114 Zillow shares in Q4 2021, an estimated $274K.
IHT Wealth Management first reported a position in Zillow in Q4 2017 and held it in 6 quarters.
IHT Wealth Management's Zillow position peaked at $373K in Q1 2021.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.