Kovack Advisors’s Zillow Z Stock Holding History

Kovack Advisors’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 Q3	–	Sell	-2,547	Closed	-$311K	–	764
2021 Q2	$311K	Buy	+2,547	New	+$310K	0.04%	505
2021 Q1	–	Sell	-1,580	Closed	-$205K	–	707
2020 Q4	$205K	Buy	+1,580	New	+$175K	0.03%	517

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

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

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

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

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

SIM

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Kovack Advisors's Z Position: Q3 2021 in Review

Kovack Advisors sold out of Zillow (Z) in Q3 2021, closing a stake of 2,547 shares — an estimated $311K sold.

Kovack Advisors first reported a position in Z in Q4 2020 and held it in 2 quarters. The position peaked at $311K in Q2 2021. 501 funds tracked by Wall St. Rank hold Z as of Q3 2021.

Kovack Advisors reported no remaining Zillow position as of Q3 2021 after selling out during the quarter.
Kovack Advisors sold 2,547 Zillow shares in Q3 2021, an estimated $311K.
Kovack Advisors first reported a position in Zillow in Q4 2020 and held it in 2 quarters.
Kovack Advisors's Zillow position peaked at $311K in Q2 2021.
501 funds tracked by Wall St. Rank held Zillow as of Q3 2021.

Based on Kovack Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.