JFS Wealth Advisors’s Zillow ZG Stock Holding History

JFS 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
2026 Q2	$377	Sell	12 -6	-33%	-$232	﹤0.01%	2020
2026 Q1	$746	Sell	18 -26	-59%	-$1.37K	﹤0.01%	1720
2025 Q4	$3K	Buy	44 +9	+26%	+$633	﹤0.01%	1423
2025 Q3	$2.61K	Hold	35	–	–	﹤0.01%	1362
2025 Q2	$2.4K	Buy	35 +10	+40%	+$662	﹤0.01%	1350
2025 Q1	$1.67K	Hold	25	–	–	﹤0.01%	1524
2024 Q4	$1.77K	Hold	25	–	–	﹤0.01%	1526
2024 Q3	$1.55K	Buy	25 +8	+47%	+$416	﹤0.01%	1584
2024 Q2	$766	Hold	17	–	–	﹤0.01%	1725
2024 Q1	$814	Hold	17	–	–	﹤0.01%	1701
2023 Q4	$965	Sell	17 -2	-11%	-$86	﹤0.01%	1665
2023 Q3	$852	Buy	19 +1	+6%	+$50	﹤0.01%	1633
2023 Q2	$886	Hold	18	–	–	﹤0.01%	1645
2023 Q1	$787	Buy	18 +2	+13%	+$83	﹤0.01%	1642
2022 Q4	$499	Buy	16 +11	+220%	+$360	﹤0.01%	1734
2022 Q3	$0	Sell	5 -12	-71%	-$418	﹤0.01%	1953
2022 Q2	$1K	Buy	17 +5	+42%	+$197	﹤0.01%	1685
2022 Q1	$1K	Buy	12 +7	+140%	+$370	﹤0.01%	1766
2021 Q4	$0	Sell	5 -65	-93%	-$4.67K	﹤0.01%	1908
2021 Q3	$6K	Buy	+70	New	+$7.14K	﹤0.01%	709

Other funds holding ZG

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return