KWB Wealth’s Zillow Z Stock Holding History

KWB 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
2022 Q2	–	Sell	-3,664	Closed	-$234K	–	119
2022 Q1	$234K	Hold	3,664	–	–	0.04%	80
2021 Q4	$234K	Buy	3,664 +91	+3%	+$6.56K	0.04%	80
2021 Q3	$315K	Buy	3,573 +1	+0%	+$101	0.06%	70
2021 Q2	$463K	Hold	3,572	–	–	0.09%	53
2021 Q1	$463K	Buy	3,572 +394	+12%	+$58.5K	0.09%	53
2020 Q4	$413K	Buy	+3,178	New	+$352K	0.09%	52

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

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

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCMI

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

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

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

KWB Wealth's Z Position: Q2 2022 in Review

KWB Wealth sold out of Zillow (Z) in Q2 2022, closing a stake of 3,664 shares — an estimated $234K sold.

KWB Wealth first reported a position in Z in Q4 2020 and held it in 6 quarters. The position peaked at $463K in Q2 2021. 392 funds tracked by Wall St. Rank hold Z as of Q2 2022.

KWB Wealth reported no remaining Zillow position as of Q2 2022 after selling out during the quarter.
KWB Wealth sold 3,664 Zillow shares in Q2 2022, an estimated $234K.
KWB Wealth first reported a position in Zillow in Q4 2020 and held it in 6 quarters.
KWB Wealth's Zillow position peaked at $463K in Q2 2021.
392 funds tracked by Wall St. Rank held Zillow as of Q2 2022.

Based on KWB Wealth's 13F filing for Q2 2022, filed 10 Aug 2022.