JFG Wealth Management’s Zillow Z Stock Holding History

JFG 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
2024 Q1	–	Sell	-5,000	Closed	-$289K	–	83
2023 Q4	$289K	Buy	+5,000	New	+$220K	0.08%	58

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

TCMI

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

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

JFG Wealth Management's Z Position: Q1 2024 in Review

JFG Wealth Management sold out of Zillow (Z) in Q1 2024, closing a stake of 5,000 shares — an estimated $289K sold.

JFG Wealth Management first reported a position in Z in Q4 2023 and held it in 1 quarter. The position peaked at $289K in Q4 2023. 434 funds tracked by Wall St. Rank hold Z as of Q1 2024.

JFG Wealth Management reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
JFG Wealth Management sold 5,000 Zillow shares in Q1 2024, an estimated $289K.
JFG Wealth Management first reported a position in Zillow in Q4 2023 and held it in 1 quarter.
JFG Wealth Management's Zillow position peaked at $289K in Q4 2023.
434 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on JFG Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.