Lake Point Wealth Management’s Zillow ZG Stock Holding History

Lake Point Wealth Management’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
2022 Q1	–	Sell	-25	Closed	-$2K	–	496
2021 Q4	$2K	Buy	+25	New	+$1.79K	﹤0.01%	364

Other funds holding ZG

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

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

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

Norges Bank Oslo, Norway $1T AUM

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Lake Point Wealth Management's ZG Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Zillow (ZG) in Q1 2022, closing a stake of 25 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in ZG in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 303 funds tracked by Wall St. Rank hold ZG as of Q1 2022.

Lake Point Wealth Management reported no remaining Zillow position as of Q1 2022 after selling out during the quarter.
Lake Point Wealth Management sold 25 Zillow shares in Q1 2022, an estimated $2K.
Lake Point Wealth Management first reported a position in Zillow in Q4 2021 and held it in 1 quarter.
Lake Point Wealth Management's Zillow position peaked at $2K in Q4 2021.
303 funds tracked by Wall St. Rank held Zillow as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.