KWM
Z icon

Kingsview Wealth Management’s Zillow Z Stock Holding History

Kingsview 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
-10,529
Closed -$609K – 1083
2023
Q4 		$609K Sell
10,529
-11,186
-52% -$493K 0.02% 594
2023
Q3 		$1M Buy
21,715
+3,235
+18% +$166K 0.04% 434
2023
Q2 		$929K Buy
18,480
+3,055
+20% +$141K 0.04% 432
2023
Q1 		$686K Buy
+15,425
New +$655K 0.03% 494
2021
Q3 		– Sell
-5,821
Closed -$702K – 1024
2021
Q2 		$702K Buy
5,821
+1,543
+36% +$188K 0.03% 473
2021
Q1 		$571K Buy
+4,278
New +$635K 0.03% 481

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
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

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

Kingsview Wealth Management sold out of Zillow (Z) in Q1 2024, closing a stake of 10,529 shares — an estimated $609K sold.

Kingsview Wealth Management first reported a position in Z in Q1 2021 and held it in 6 quarters. The position peaked at $1M in Q3 2023. 434 funds tracked by Wall St. Rank hold Z as of Q1 2024.

  • Kingsview Wealth Management reported no remaining Zillow position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,529 Zillow shares in Q1 2024, an estimated $609K.
  • Kingsview Wealth Management first reported a position in Zillow in Q1 2021 and held it in 6 quarters.
  • Kingsview Wealth Management's Zillow position peaked at $1M in Q3 2023.
  • 434 funds tracked by Wall St. Rank held Zillow as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.