Kore Private Wealth’s Zillow Z Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-770	Closed	-$44K	–	1113
2020 Q2	$44K	Buy	+770	New	+$38.2K	0.01%	487

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

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

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

SIM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Kore Private Wealth's Z Position: Q3 2020 in Review

Kore Private Wealth sold out of Zillow (Z) in Q3 2020, closing a stake of 770 shares — an estimated $44K sold.

Kore Private Wealth first reported a position in Z in Q2 2020 and held it in 1 quarter. The position peaked at $44K in Q2 2020. 412 funds tracked by Wall St. Rank hold Z as of Q3 2020.

Kore Private Wealth reported no remaining Zillow position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 770 Zillow shares in Q3 2020, an estimated $44K.
Kore Private Wealth first reported a position in Zillow in Q2 2020 and held it in 1 quarter.
Kore Private Wealth's Zillow position peaked at $44K in Q2 2020.
412 funds tracked by Wall St. Rank held Zillow as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.